Chapman & Chapman Advisors

Our History of Excellence

For over 130 years, Chapman & Chapman Advisors has been dedicated to helping families create and preserve wealth. Our commitment to excellence began in 1886, when we first started providing financial guidance. Today, we continue to uphold the same values of integrity, expertise, and a deep understanding of our clients' needs. Our approach is holistic, focusing on all major financial needs under one roof with an advisor who is confidently described as a loyal ally.

Our Services

We specialize in legacy planning, guiding our clients towards a secure financial future. Our services include portfolio management, life insurance, and estate planning. We are independent registered investment advisors, committed to the long game and dedicated to winning for our clients. Our compensation is transparent, with fee-based investments and commission-based insurance. We believe in practicing what we preach, making sure every move we recommend for our clients is one we would make for ourselves.

Meet Our Team

At the helm of our organization is George III, a Chartered Financial Analyst, Certified Financial Planner, JD, CPA, and MBA. He is a forever student, dedicated to ensuring our clients receive the best possible guidance. George is joined by his daughter Ashley, who brings her own set of credentials and expertise to the table. Together, they form a formidable team, dedicated to strengthening the monetary limbs of your family tree.

Market Insights

The current bull market is relatively young, but it's already showing promising signs. With company profits at record highs, consumer spending increasing, and wages growing faster than prices, optimism is our default. While markets can be unpredictable, our team is always prepared to guide you through the ups and downs, ensuring your financial future remains secure.