Oliver Chamberlain founded and became CEO of Chamberlain Advisory Group in 2007. He services both businesses and individuals with the same approach: educate, evaluate, and execute every plan ensuring it’s tailored to the needs and goals of each client.
Early in his career, Oliver focused his efforts on the mortgage industry. Along the way, he discovered a new passion for empowering others to create a plan that protects their assets, develops strategies, and keeps their goals and needs squarely in view. He built his practice alongside clients who share similar goals and aspirations and who trust that he’s committed to bringing them results.
“Rule #1: Don’t Lose Money. Rule #2 Remember Rule #1”
~ Oliver’s Rules to Live By.
Oliver graduated in 1996 from West Chester University with a degree in Business Management. He’s a licensed fiduciary with over 20 years of industry experience. He firmly believes that educating clients is the best way to reduce taxes and market risk and maintain control of assets. He’s appeared on numerous radio shows, spoken at many local educational events, and is recognized as a top performer by numerous insurance company partners.
Oliver and his team have developed a unique approach to helping people build and protect their assets, a strategy he called the “Safe Money Blueprint”. Oliver firmly believes and teaches his clients that products are merely a tool he uses to provide solutions (and results!) for his clients. Clients don’t “buy” insurance, they “buy” peace of mind.
Oliver spends most of his time w. At 6’5″, he played college basketball, but now spends his free time as a self-proclaimed “foodie,” talking up new recipes and finding hidden-gem restaurants whenever the opportunity arises.
Oliver and his family reside in suburban Philadelphia, PA, and comes from a strong basketball lineage. He is the nephew of NBA Legend Wilt Chamberlain, and is featured in Wilt’s documentary “Goliath”, which debuted on Showtime in 2023.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary®
- Annuity, Life, Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Tax Strategies
- Life Insurance
- Long Term Care