AWARDS & RECOGNITION Disclosures

Expertise.com’s 2025 Best Financial Advisors in St. Louis

St. Louis, MO – January 6, 2025 – The Chamberlin Group, a fee-based wealth and tax planning firm has been recognized as one ofExpertise.com’s 2025 Best Financial Advisors in St. Louis. The firm has been included on the esteemed list for six consecutive years.

Expertise.com finds and reviews the top service professionals in over 200 industries across the United States, researching more than 60,000 businesses each month to help customers find the best-qualified professional for their needs. The team researches and scores St. Louis Financial Advisors on more than 25 variables across five categories. Expertise analyzes the results to determine a list of the top service providers in the local area. The finalists are screened based on their primary area of expertise, services offered, knowledge, experience, and professionalism. The Chamberlin Group is one of the 20 businesses identified as the 2025 Best Financial Advisors in St. Louis, scoring 5/5 stars in reputation, responsiveness, friendliness and helpfulness.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

St. Louis Business Journal - Best Places to Work

St. Louis, MO – March 7, 2022 – The Chamberlin Group, a fee-based wealth and tax planning firm has been named one of the 2022 Best Places to Work in the “Small Employer” category by the St. Louis Business Journal. This is the first time the company has been recognized on the prestigious list. More than 230 nominations were submitted for the Best Places to Work awards in 2022. The 74 companies identified on the list stand out as finalist in this year’s program as St. Louis’ most employee-friendly places to work.

“Our team is honored to be named a Best Place to Work finalist by the St. Louis Business Journal,” said Amanda Bauer, Director of Marketing. “This is a testament to our culture and commitment to building an inclusive workplace for our rockstar team.”

The annual awards program includes local companies of all sizes, from startup to enterprise. All participating companies and their employees completed anonymous surveys administered by Quantum Workplace, to measure key areas within the company’s culture such as compensation, leadership, communications, benefits, employee engagement, and more. The companies were grouped by size, then ranked by Quantum Workplace to determine St. Louis’ most employee friendly workplaces.

The winners will be published in a special edition of the St. Louis Business Journal on May 20, 2022. View the full list of 2022 Best Places to Work Finalists.

Awards and Recognition Disclosure*

Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Chamberlin Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of The Chamberlin Group by any clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

NAIFA - Quality Award

We are so honored to have received the NAIFA Quality Award. This award is given to financial advisors who demonstrate a commitment to excellence. This includes: Professionalism through education and earned designations, Production measured by performance metrics, Adherence to the NAIFA code of ethics, and Service to your industry association.

Awards and Recognition Disclosure*

Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Chamberlin Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of The Chamberlin Group by any clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.