The Chamberlin Group

Call Directions Website

The Chamberlin Group Fee-Based Financial Planning & Wealth Management Firm.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Over the past few weeks, we've introduced you to the Schnurrs and the Boyers, two families who've found confidence and p...
10/23/2026

Over the past few weeks, we've introduced you to the Schnurrs and the Boyers, two families who've found confidence and peace of mind in retirement by working with Lead Holistic Planner Scott Nolen. Together, they developed plans that would help them live out their hopes and achieve their goals. This Retirement Planner Friday, we thought you might like to hear from Scott himself.

Ready to start your own holistic planning journey? Click here to schedule your strategy call with a trained and certified Retirement Educator today: https://hubs.ly/Q04C7Yrn0

It's no obligation and no pressure — Retirement Educators are trained to answer questions, but aren't licensed to sell products or make plan recommendations. And after your call, you'll learn how to get your free Chamberlin miniplan and your complimentary copy of Don's "Wells of Wealth System" book.

You don't have to go door-to-door this Halloween for free treats — a complimentary copy of "The Wells of Wealth System" ...
10/21/2026

You don't have to go door-to-door this Halloween for free treats — a complimentary copy of "The Wells of Wealth System" is yours to keep after a call with one of our trained and certified Retirement Educators. Discuss your retirement wants and worries, hear more about our time-segmentation philosophy, and see if we might be a good fit to work together, all while talking with someone who's trained to answer questions, not sell products. Costume optional. 👻🎃

Sign up today: https://hubs.la/Q04BWmNj0

10/19/2026

We might not know exactly how long our lives will be, but we know our time is limited. So when our working years are done, we want to enjoy life while we can. Taking the time to develop a holistic retirement plan and a solid income plan for your nest egg are ways you can do that with confidence. Tony and Kathy had experienced a near-loss, and that changed their perspective on retirement and their priorities. Hear their story directly from them: https://hubs.la/Q04BCctn0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

10/16/2026

Here at our St. Louis headquarters, it's a beautiful, crisp fall day. 🍂 Perfect for a new Feature Friday, with the spotlight on Chief Administrative Officer and Tax Practice Manager Sarah Define! Sarah is one of our longest-tenured employees, so as we start thinking about Chamberlin's 25th anniversary next year, we thought we'd ask her about the changes she's seen during her time with the company.

10/14/2026

It’s a lot harder to feel confident in something you don’t understand. And your finances? That’s something you don’t want to feel shaky about. For Gary and Mary, confidence comes from having an advisor who makes sure they see the big picture, not just the numbers on the page.

📺 Don’t just take our word for it. Hear the Boyers’ story directly from them in our latest client story: https://hubs.la/Q04zWBGb0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

🚙 It’s fun to reminisce about a past trip. But a lot of the fun of taking a vacation is in the anticipation and planning...
10/12/2026

🚙 It’s fun to reminisce about a past trip. But a lot of the fun of taking a vacation is in the anticipation and planning.

Taxes are less fun than travel, but this same general principle applies. Tax preparation is important. But tax planning can take a lot of the guesswork out of the planning process, and make the road ahead smoother and more predictable. Read more on our blog: https://hubs.la/Q04zWyp10

10/09/2026

👻 Don’t ghost your finances because factors like taxes, medical bills and market volatility scare you off. Retire with confidence and peace of mind with a holistic financial plan.

Visit the learning center on our website to learn more:
https://hubs.la/Q04yX8qg0

When we look at all the various financial instruments that can make up your retirement toolkit, a 529 plan might sound o...
10/07/2026

When we look at all the various financial instruments that can make up your retirement toolkit, a 529 plan might sound out of place. But the unique structure these accounts offer can make them an undervalued resource, particularly for retirees who want to help their family members with education expenses. So get out your notebook and put away your backpack — today’s topic is the 529 plan and class is about to start: https://hubs.la/Q04yX6BM0

10/05/2026

One of the first exercises we do with clients is to list out their retirement wants and their retirement worries. The wants are the fun things: travel, hobbies, family time. The worries? Running out of money, unexpected tax bills, large medical expenses. A skilled holistic planner takes the worries off your mind so you can enjoy the wants. That’s what Kathy and Tony found when they started working with Chamberlin Lead Planner Scott Nolen.

📺 Hear the Schnurrs' story directly from them: https://hubs.la/Q04yWZTV0

Comments regarding a particular client’s experiences and outcomes may or may not be the same as another client’s experience, and could differ substantially, and is not an indication that any client or prospective client will experience the same or a higher level of future success or performance.

09/14/2026

🍪 Imagine you're at home, enjoying your favorite show or a new book, and suddenly there's a growl in your stomach and a thought in your brain — a cookie or two would make this situation even better. You've got all the ingredients, and you know where they are in the kitchen, you just have to pull them out at the right times to get the dough in process and the treats in the oven.

Having the right stuff in the right place is important. When it comes to cookies, you never know when the craving will hit. When it comes to taxes, or insurance, or any of the other parts of your holistic plan, you want to make sure your assets last as long as you do, and cover those expenses that come up over time.

📺 Next weekend, we wrap up season 2 of "The Wells of Wealth" show with our deep-dive discussion into the Growth Well, and how it uses the longer runway you give it to replenish your assets as you pull from them for income and as the market moves over time. Tune in Saturday and Sunday at 10:30 a.m. central time on CNBC. You can also see past episodes and upcoming airtimes at https://hubs.la/Q04xnLSg0.

Address

12444 Powerscourt Drive, Suite 100
St. Louis, MO
63131

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(314) 909-1100

Website

Alerts

Be the first to know and let us send you an email when The Chamberlin Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category