Chamberlain Financial Advisors

Comprehensive Financial Planning Services

Chamberlain Financial Advisors, a Decatur, GA based firm, is dedicated to providing comprehensive financial planning services that take the guesswork out of managing your finances. Our principal, Josh Chamberlain, CFP, is an independent, fee-only, fiduciary financial advisor committed to acting in your best interest. With no account minimums, commissions, or hidden fees, and a transparent pricing structure, we aim to help our clients find happiness by intentionally managing their money towards their family goals.

Who We Serve

Our firm specializes in working with HENRYs (High Earners, Not Rich Yet) who are seeking to balance their current financial needs with long-term financial goals. As a fee-only financial advisor, we provide objective advice tailored to each client's unique financial situation, using our experience and expertise to create personalized financial plans that work towards maximizing our clients' potential.

Services & Fees

At Chamberlain Financial Advisors, we offer a range of financial planning services to suit our clients' different needs. If you are looking for a custom financial plan that you can implement yourself, our advice-only service may be the right fit for you. Our custom financial plans are typically priced at $350/hour, with an average plan taking 12-18 hours to complete.

For families with less than $150k in assets who are looking for ongoing financial advice and support, our CFA Set Early Fee may be a better option. For a flat fee of $250/month + $1,999 initiation fee, clients receive a custom financial plan and access to a financial advisor on an ongoing basis.

Finally, for families seeking wealth management services, we offer portfolio management and ongoing financial advice, with a minimum asset requirement of $150,000. Our wealth management service is priced at 1% of assets under management per year.

About Josh Chamberlain, CFP

Josh Chamberlain, CFP, is the principal and founder of Chamberlain Financial Advisors. With an MBA from Georgia State University and a Bachelor of Science in Industrial Engineering from Georgia Tech, Josh brings a unique skill set and perspective to financial planning. After a successful career as a software engineering manager and product manager for Fortune 500 companies, Josh realized he could make a greater impact by helping professional families reach financial freedom.

As a Certified Financial Planner (CFP) and NAPFA member, Josh is committed to acting in his clients' best interest. He has volunteered as a board member for Skyview High School, a Step Up Business Sponsor for the Decatur Education Foundation, and a Decatur Bulldog Super Booster. In his free time, Josh enjoys cooking, rooting for Georgia teams, and spending time with his family.