The Holistic Planning Revolution™

A message from our Founder Don Chamberlin.

In 2001, a major change took place in my financial career which began in 1985 – the stock market dropped for the 2nd year in a row! This caused me to be fed up with the advice my broker dealer firm was giving and the solutions the Wall Street pundits were suggesting. Breaking from the norm, I left my brokerage firm behind and embarked on the founding of Chamberlin Group, a Tax and Financial Planning firm to help better educate St. Louis families on key retirement topics and how to plan for possible negative economic circumstances. In our 2nd year (2003) we began doing tax preparation and giving tax advice along with focusing on ways to be prepared for the next market correction which took place in 2008.

Again in 2011, we made another leap founding Prosperity Capital Advisors with 4 other likeminded Tax advisory firms throughout the country. Our goal was to take the message of Holistic Planning across the USA – bringing increased confidence to Americans as they create a fun and vital retirement.

Today we continue to lead the Holistic Planning movement helping St. Louisans by starting with fee-based and balanced advice that can be implemented by each individual, their Financial Advisor or Chamberlin Group. We let you choose. If you have reached your retirement summit or just want to plan for that day in the future – I promise you will find our approach unique, refreshing and fun!

All the best to you and your family for well-planned and well lived retirement years.


Don Chamberlin