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