About Us

Whether you are a working professional, or are nearing or at retirement, Chamberlain Advisory Group is committed to helping you achieve your unique goals.

Our Philosophy

As a firm, we understand that one size does NOT fit all. We’re committed to fully understanding your goals and objectives, then creating a plan that best meets your specific needs.

Our Process

In our commitment to providing you superior service, we follow a seven step process, where we are able to tailor financial strategies that meet your specific objectives.

Services

Insurance Planning

Insurance is one of the most important, yet overlooked components of a complete financial plan. An unexpected critical illness, disability, or even death can be absolutely devastating to your family’s finances. Proper insurance planning could protect you from undue hardship, and may also provide unique tax advantages, as well.

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Financial Education

We believe that the most valuable commodity we provide to our clients is information, and that our best clients are our most informed. We not only provide you with viable options, based on our personalized review, but we take our time to make sure you completely understand them so that you can make the most informed decision possible.

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Asset Allocation Planning

We understand that over time, your objectives change, as does your risk tolerance. With that in mind, we do annual reviews with all of clients to help ensure that your financial profile closely matches your CURRENT objectives and financial timelines.

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Your Advisor

Oliver Chamberlain

Founder and Financial Advisor
800-785-1075

Oliver Chamberlain, a resident of Greater Philadelphia, PA, has over 20 years of experience creating financial solutions for individuals, families, and business owners, and has been providing insurance-based solutions since 2007.

Oliver's mission is to not only help clients achieve success through various financial vehicles and products, but to educate and empower through financial literacy presentations and speaking engagements.

Oliver is a trained specialist in both wealth accumulation and distribution strategies and teaches his clients that growth can be achieved without unnecessary risk.

We manage assets for individuals and families, providing investment management, and financial planning services.

Blog

Even well-meaning, smart investors can make costly mistakes.

 

FAQ

Q

Do I Invest A Lump Sum Amount, Or Can I Add Specific Amounts Each Month?

We have financial plans that allow for both lump sum and future monthly contributions. Your advisor will be happy to discuss those options with you.

Q

Is There A Cost For The Initial Meeting?

Absolutely not! No. We offer an initial, complimentary meeting to determine whether we can effectively assist you.

Q

Is There A Minimum Amount Required To Invest?

Currently there is no minimum amount required to invest.

Educational Videos

 

The Very High Cost Of Waiting To Save For Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements To Early Retirement Success