The Chamberlin Group

The Chamberlin Group is a financial planner in St. Louis, MO. The firm provides holistic retirement planning, focusing on taxes, investments, and estate planning to help clients navigate their financial future. Services include retirement education, tax planning and preparation, and the creation of custom retirement roadmaps. The team operates as a fiduciary, prioritizing the client's best interests in all financial decisions.

Founded by Don and Susie Chamberlin, the business has been active since 2002. Don Chamberlin has conducted over 500 educational workshops and serves as the CEO and a Certified Financial Educator. The leadership team includes Sarah Chamberlin as Chief Administrative Officer and Travis Wools as Chief Marketing and Sales Officer. The planning staff features several lead planners with specific credentials, including Don Chamberlin III, Tom Ponce, Scott Nolen, and Luke Bland. These planners hold designations such as Certified Financial Planner, Certified Financial Fiduciary, and National Social Security Advisor. The firm offers access to a learning center with workshops and webinars designed to provide step-by-step guidance for financial clarity.

The St. Louis office is located at 12444 Powerscourt Drive, Suite 100. It sits about a quarter of a mile from Manchester Road and roughly half a mile from North Ballas Road. The office is approximately half a mile from the Des Peres License Office and the Missouri Athletic Club. Saint Paul's Lutheran School is also located about half a mile away. The firm maintains additional locations in Edwardsville, Illinois, Melbourne, Florida, and Cottleville, Missouri, and its advisers are licensed to serve families in 39 states.

The Chamberlin Group stands among the strongest in its category locally, holding a rating of 4.80 based on client reviews. The firm’s approach to holistic planning and its long-standing presence in the St. Louis area reflect a dedicated focus on helping clients achieve confidence and stability in their retirement.

Services:

• 401k & IRA Management
• Holistic Retirement Planning
• Retirement Readiness Assessment
• Tax Optimization for Retirees
• Wealth Management