A Decatur, GA based Fee Only, Independent, Fiduciary Providing
COMPREHENSIVE FINANCIAL PLANNING
Hi, I’m Josh Chamberlain.
I founded my independent financial advisory firm to help 100 families reach financial freedom.
Do you enjoy today while intelligently planning for tomorrow? Do you make decisions based on what is best for your family? Or do you find yourself forced into decisions because of money?
I am a fiduciary.
What’s a fiduciary? An advisor who acts in the best interests of their clients and places their clients' interests before their own.
I will provide you the best advice possible to help you achieve your goals.
What makes Chamberlain Financial Advisors Unique
Looking for a partner?
We talk, text, email and meet at least quarterly. I know your family goals and hold you accountable. If you want to manage your money, no worries. I just offer advice.
Worried that you dont have enough for Advice?
You don’t need a fortune to become a client. I want to help you grow your wealth.
tired of driving 30 min to a meeting?
We meet you where you are most comfortable - over coffee, in the office, at your home or on Zoom.
HOW WE CAN HELP YOU
trying to advoid planners who make a commission?
Advice you can implement yourself.
Custom financial plans typically take 12-18 hours.
$175/Hour
CFA annual Membership
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.
$150/month + $1997 initiation fee
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
2020 is here. It’s time to reach your goals!
Get your copy of my free goals worksheet. It provides you a plan to record your biggest goal for 2020 and a structured outline for your action plan, tasks, milestones and accountability. All for free!
How to interview a financial planner
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.
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