Business Details
Your Trusted Partner for Comprehensive Financial Planning
Chapman & Chapman Advisors has been dedicated to helping clients achieve financial security since 1886. Our holistic approach combines portfolio management, life insurance, and estate planning under one roof, guided by a fiduciary commitment to prioritize client needs. With over 130 years of heritage, we operate as independent registered investment advisors, ensuring transparent compensation structures and personalized service. Our team, including fourth- and fifth-generation advisors George III and Ashley Chapman, brings decades of combined experience and advanced credentials to every client relationship.We specialize in legacy planning, aiming to strengthen the financial foundations of families across generations. Our philosophy emphasizes long-term strategies, diversified investments, and clear communication through regular market updates. As a family-run firm rooted in Ohio, we blend institutional expertise with personalized care, adhering to the principle that advisors should only recommend strategies they would apply to their own finances.
Services
Portfolio Management
Estate Planning
Life Insurance
Legacy Planning
Financial Planning
Wealth Preservation
Income Generation
Investment Advisory
Retirement Planning
Risk Management
Highlights and features
- We offer over 130 years of generational financial expertise
- Our fiduciary commitment legally binds us to prioritize client interests
- We provide holistic financial solutions under one roof
- Our advisors hold advanced credentials including CFA, CFP, and CLU designations
- We maintain transparent fee structures for all services
Services
Portfolio Management
Our portfolio management service creates customized investment strategies aligned with individual financial goals. We focus on diversified asset allocation while maintaining strict risk management protocols. With decades of market experience, we help clients navigate economic cycles while prioritizing long-term growth and capital preservation through regular portfolio adjustments.
Estate Planning
We develop comprehensive estate plans to ensure smooth wealth transfer across generations. Our approach combines legal instruments with tax-efficient strategies to protect family assets. We work closely with clients to create personalized plans that reflect their legacy intentions while minimizing potential disputes among beneficiaries.
Legacy Planning
Our legacy planning service focuses on creating lasting financial impacts for future generations. We help clients define their financial legacy goals through structured wealth transfer strategies. This includes establishing educational funds, charitable giving vehicles, and intergenerational wealth preservation techniques tailored to each family's unique circumstances.
Life Insurance
We offer customized life insurance solutions as part of comprehensive financial planning. Our advisors help clients determine appropriate coverage levels and policy types based on individual needs. We provide ongoing policy reviews to ensure continued alignment with evolving financial circumstances and protection requirements.
Financial Planning
Our financial planning service integrates all aspects of personal finance into cohesive strategies. We help clients navigate retirement planning, tax optimization, and wealth accumulation through personalized roadmaps. Our approach emphasizes adaptability to life changes while maintaining focus on long-term financial objectives through regular progress assessments.
People
George Byron Chapman III
Senior Advisor
Chartered Financial Analyst and Certified Financial Planner with JD, CPA, and MBA credentials. Has served clients since the 1970s, combining legal and accounting expertise with investment management. Leads the firm's strategic direction while maintaining active client relationships.
Ashley Chapman Rozsa
Wealth Management Specialist
Fifth-generation advisor with credentials including Chartered Life Underwriter and Wealth Management Certified Professional. Focuses on modern wealth transfer solutions and intergenerational financial planning. Brings contemporary perspective while upholding family legacy standards.
Questions
What services does Chapman & Chapman Advisors offer?
We provide portfolio management, estate planning, life insurance, and comprehensive financial planning services focused on legacy creation and wealth preservation.
Are you legally required to act in clients' best interests?
Yes, as fiduciaries we have a legal obligation to prioritize client needs in all financial recommendations.
What makes your firm different from other advisors?
Our multi-generational expertise since 1886 combines with advanced credentials and a family-owned structure to deliver personalized, long-term solutions.
How are your fees structured?
We use transparent fee-based compensation for investments and commission-based structures for insurance products, with full client approval required for all transactions.
Do you work with clients outside Ohio?
While based in Chagrin Falls, OH, we serve clients nationwide through personalized digital communication and regular portfolio updates.
