Hi, I’m Josh.
I founded my own independent financial advisory firm in Decatur, to help professionals and families, just like mine, enjoy today while intelligently planning for tomorrow.
According to the WSJ, only 2% of financial planning firms are truly independent, working as fiduciaries for their clients, under a purely fee-only compensation model (i.e., no commissions). We are among the 2%.
The other 98% of financial planners typically require new clients to have a minimum of $250,000 in assets. They make commissions off of selling products (like mutual funds or insurance). That’s not me. My goal is to provide the best advice possible, in order for your family to grow towards your goals.
Learn more about three levels financial services we offer.
What makes Chamberlain Financial Advisors different from other firms
When you call, I know you and your goals. You are not a number and we are on a first name basis.
No annual meetings
That’s not enough. To be a true partner to you, we need to meet at least quarterly.
You don’t need $250,000 to become a client. I want to help you grow your wealth.
Get My free Financial guides
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.
In the market for a new car? Which car? Should you buy or lease? How much? Be prepared and get the best car for your family with my 7-step car buying process. I’ll walk you through how I methodically purchased my car and got more car for less money.