Chamberlain Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including retirement, education, estate, and divorce planning, and provides investment consultation and, on request, federal and state income tax preparation. The firm also offers periodic complimentary educational workshops on personal finance and investing topics.
The firm’s investment approach is grounded in Modern Portfolio Theory, using broadly diversified, low-cost mutual funds and ETFs for the core allocation while reserving a small portion of portfolios for targeted investments intended to complement client expenses or goals. Asset allocation is set to achieve after-inflation, after-tax returns aligned with each client’s objectives, and accounts are managed on both discretionary and nondiscretionary bases with allowance for reasonable client constraints.
Notably, the firm runs an educational outreach program of seminars and workshops—an uncommon feature among peers—and provides dedicated divorce-planning support through a Certified Divorce Financial Analyst on staff. As a small supported advisory team managing roughly $72 million for about 100 clients, the firm also offers modular and hourly planning engagements and maintains an independent insurance license used for policy review rather than commission-based sales.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
$350 per hour, billed in six-minute increments
One-time $1,999 sign-up fee plus a negotiable monthly fee starting at $250/month
Main office
Decatur GA
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Joshua C
Series 65
Decatur, GA
Chamberlain Financial Advisors, Inc.
Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.
Tammy G
Series 66
Decatur, GA
Chamberlain Financial Advisors, Inc.
Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Financial Consultants Group and Raymond James Financial. Outside of her advisory role, she serves as Treasurer and Secretary for the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors provides comprehensive financial planning and portfolio management services to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach using diversified, low-cost mutual funds and ETFs, and offers educational workshops as well as specialized support for divorce planning.
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