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A Place You Feel Understood.

Integrated advice from wealth, tax, and estate professionals who answer the questions you didn't know to ask.

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Accurately calculate the cost basis of your investments and inform you of tax implications of a financial transaction before it is executed.
Help maximize tax efficiency of retirement plan distributions, and present ways to potentially reduce your taxes before preparing them.
Help establish the right type of Trust for you with greater tax advantages, and provide tax advice for each beneficiary before they inherit money.
Title your beneficiaries correctly, and strategize on inherited IRAs for beneficiaries with the most appropriate options for each.

We Help You Navigate Life’s Transitions

You deserve to have a team of experienced, compassionate financial professionals in your corner. Our team includes highly skilled professionals in wealth management, retirement planning, tax planning, and estate planning – who work together in one efficient office to provide personalized and insightful guidance.

Meet Our Team

Our Role as a Fiduciary

A fiduciary is someone who acts in the best interest of his or her client (think lawyers, doctors, and registered investment advisors). This means that in terms of financial advice, an advisor has a duty to put their clientsʼ needs before their own, regardless of how they stand to profit from the advice they give, their firmʼs interests, or the interests of others. Ideally, all financial advisors would operate by a fiduciary standard. However, some in the financial industry act only upon the “suitability” standard. This means they make suitable recommendations for their client, without necessarily considering their clientʼs best interests.

Chatterton & Associates

Chatterton & Associates is a Registered Investment Advisor with the Securities and Exchange Commission. An Investment Advisor must adhere to a fiduciary standard of care written in the U.S. Investment Advisers Act of 1940. Our role as a fiduciary stipulates that we must always put the clientʼs best interests as our priority above all else. At Chatterton & Associates, we feel that this is the way it should be.

Planning Made Simple


Discover your hopes,
fears, and concerns


Assess your current
and future risks


Evaluate your Taxes & Trust today and in the future


Take Home Your
Personalized Plan

How can we best meet you where you are today?

Check the background of this firm/advisor on FINRA’s BrokerCheck.