CFP® in Decatur, GA and Lake Oconee, GA, providing

FEE-ONLY, FIDUCIARY FINANCIAL PLANNING

Hi, I’m Josh Chamberlain, CFP®.

CHAMBERLAIN FINANCIAL ADVISORS IS an independent, fee-Only, fiduciary firM.

Everyone has different goals, so it’s important to have a custom plan that drives joy by working towards your family’s ultimate potential. I specialize in helping HENRYs.

Are you a HENRY? (High Earner Not Rich Yet)

I help HENRY’s find happiness by intentionally managing their money towards their family goals.

 

See how we differ from traditional firms

COMPARED to

chamberlain financial

  • No account minimums

  • No commissions

  • No hidden fees

  • Fiduciary

  • Results for you

Traditional Firms

  • $500K+ minimums

  • Commission based

  • Hidden fees

  • Not a fiduciary

  • Results for shareholders

cfa-gradient-bg3.jpg

just want a personalized plan?

Advice you can implement yourself.

Custom financial plans typically take 12-18 hours.

$350/Hour

cfa-gradient-bg3.jpg

CFA Set YEarly

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.

$250/month + $1,999 initiation fee

cfa-gradient-bg3.jpg

Wealth Management

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

$1% of assets under mgt/year

Get Started: Schedule A Call or Zoom Meeting