A complete list of active advisors currently associated with Chambers Financial Consulting

Warmer can help you find a great advisor at Chambers Financial Consulting or one who fits your needs even better.

Chambers Financial Consulting provides investment management and financial planning to individuals, high-net-worth individuals, corporations, and charitable organizations. As a fee-only registered investment adviser, the firm addresses retirement, estate, tax, business planning, and related financial goals and may recommend third‑party professionals without receiving referral compensation. The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory, combining passive and active strategies with a generally long-term orientation and the use of Outside Managers and model portfolios, including access to SEI’s institutional platform for portfolio implementation and rebalancing. Chambers conducts quarterly portfolio reviews, offers both ongoing and project‑based planning engagements, and reported approximately $32.1 million in discretionary assets under management as of December 31, 2025. Noteworthy features include serving charitable organizations in addition to individual clients, a relatively uncommon client type among independent peers, and its operational relationship with SEI, from which it receives software and systems support that may affect custodian selection. The firm also does not aggregate (block) client trades and primarily relies on custodial statements rather than issuing separate performance reports, practices that differ from many similarly sized advisers.

To learn more about the advisors currently working at Chambers Financial Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.