Tailored Financial Solutions for Business Owners in Orange County
Focus on what matters most: growing your business
As a business owner, your time is valuable, and the financial decisions you face are complex. Whether you’re focused on growth, transition, or long-term sustainability, your financial strategy should help your goals.
At Chatterton & Associates, we assemble a team of experienced and compassionate professionals in wealth management, tax planning, estate strategy, and business planning, all working in tandem to support your goals. We understand the unique challenges that come with running a business and are here to provide integrated guidance that evolves with you.
Our mission is to empower your business with proactive financial planning that reflects your vision and priorities. By taking the time to understand where you’re headed and what matters most to you, we craft personalized strategies designed to strengthen your financial position today while laying a solid foundation for the future.
With Chatterton, you gain a dedicated team that’s committed to helping you make informed decisions with confidence, so you can focus on leading your business forward.
Planning Made Simple
01
Evaluate Your Business
We begin with a clear examination of your operations, cash flow, and structure to understand your current position and identify what’s holding you back.
02
Engineer Your Strategy
You’ll get a customized plan to build value, streamline operations, and reduce owner dependency.
03
Execute and Grow Value
Together, we put your plan into action so your business runs more smoothly, scales more effectively, and becomes ready for a future exit whenever you are.
04
Schedule your strategy consultation today.
We consistently communicate with you at your pace, analyze your progress, and make continuous recommendations to help guide your business growth.
Chatterton Business Solutions
Bookkeeping and Accounting Services
Accurate financial records are the foundation of smart business decisions. We help ensure that your books are up to date and your financial statements are easy to understand, providing you with the insights you need to plan and make informed, strategic choices.
Tax Planning & Reduction Advice
We go beyond basic tax filing to provide proactive strategies designed to help reduce your tax burden and increase your after-tax income, so you can keep more of what you’ve earned.
Business Growth, Profit, and Shareholder Value
We help you understand how your business is performing by analyzing your financials and comparing them to others in your industry. From there, we offer insights to help you identify areas for improvement, so you can make more informed decisions that support profitability and long-term value for your business and its stakeholders.
Personalized Reporting and Analysis
We deliver customized reports, cash flow analysis, and key financial ratios tailored to your business, providing you with a clearer view of your financial health and the insights you need to make confident decisions.
Business Valuation and Exit Planning
Confidently plan your next chapter. We provide thorough business valuations and strategic exit planning tailored to your unique goals. With clear, actionable insights, we help you understand your company’s true value and develop a roadmap to maximize your exit opportunities.
Chatterton’s Commitment
We are one call away, and we respond to emails and voicemails by the next business day.
We typically meet with our clients 2x more than other advisors to help stay aligned.
We regularly review your tax returns and perform a tax projection at year end.
We operate on a Fiduciary Standard which means we put your best interests first.
Meet The Chatterton Team
Robert D. Chatterton - ChFC®, CFP®
As the Founder and President of Chatterton & Associates, Rob Chatterton is passionate about building long-term relationships with his clients, including individuals, families, and business owners. With over 20 years of experience, his commitment to providing professional and individualized service, offering proactive financial solutions, and preserving the interests of his clients is unwavering.
Arrash Zare - ChFC®, CFP®, CEPA®
Working with other professionals in tax, estate, and business financial planning, Ash’s goal is to help clients—not only individuals and families but also business owners—grow, protect, and transition their assets effectively. As a Certified Exit Planning Advisor (CEPA), Arrash specializes in guiding business owners through strategic financial planning, ensuring they maximize value and achieve a successful transition when exiting their business.
Scott Lee – Certified Public Accountant
Scott Lee is a dedicated and focused certified public accountant who is constantly seeking to achieve greater expertise and accomplishment in all of his pursuits. At Chatterton & Associates, Scott is our business and personal tax specialist, integrating ongoing bookkeeping work as part of excellent service to his business tax clients.
Serving Orange County and Surrounding Areas
We’re proud to serve businesses in and around the Orange County area with their financial planning needs. If you live or operate in or near any of the following cities, we’re here for you:
- Anaheim
- Yorba Linda
- Santa Ana
- Tustin
- & Surrounding Areas
These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.
Grow Your Business with Us
Let’s work together to leverage your resources. The Chatterton & Associates team will help you work toward a prosperous and stable financial future.
Contact us today.
Join Our Mailing List
Stay connected with us! Receive timely updates and proactive strategies for retirement success based on current and future market volatility, tax policy changes, and other law changes.
