Hi, I’m Josh Chamberlain.

I founded my own independent financial advisory firm in Decatur to help people enjoy today while intelligently planning for tomorrow.

According to the WSJ, only 2% of financial planning firms are independent, working as fiduciaries for their clients. I am a fiduciary and among the 2%.

What’s a fiduciary? A financial advisor that always acts in the best interests of their clients and places their clients' best interests before their own.

I will provide you the best advice possible to help you achieve your goals.

What makes Chamberlain Financial Advisors Unique

light-blue-bg.jpg

it’s a partnership

We talk, text, email and meet at least quarterly. I know your family goals and hold you accountable.

light-blue-bg.jpg

No Minimum investment

You don’t need a fortune to become a client. I want to help you grow your wealth.

light-blue-bg.jpg

convenient

We meet you where you are most comfortable - over coffee, in the office, at your home or virtually.

HOW WE CAN HELP YOU

cfa-gradient-bg3.jpg

Hourly Advice &

financial Plans

$125/Hour
Advice you can implement yourself.

Custom financial plans typically take 12-18 hours.

cfa-gradient-bg3.jpg

CFA annual Membership

$150/month + $997 initiation fee

Provides families with less than $150k in assets a custom financial plan AND access to a financial advisor on an ongoing basis. No Minimum assets required.

cfa-gradient-bg3.jpg

Wealth Management

$1% of assets under mgt/year

Josh implements, manages and adjusts your portfolio while keeping you informed. Minimum of $150,000 in assets required.


financial-advisor-questions-2.jpg

14 Questions You Should Ask a Financial Advisor

You need an advisor you can trust and speak candidly with about your concerns, wants and needs. I put together a list of questions (and my answers) that will help you determine if the advisor you are considering is right for you.

Recent Blog Articles

For Daily financial motivation and tips

Like our facebook page or FOLLOW US ON INSTAGRAM: CHAMBERLAINFINANCIAL