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Chambers Financial Group

Wealth Management in Largo

Curtis Chambers, Founder and Managing Member, Chambers Financial Group.

I'm Curtis W. Chambers, CFP®

independent financial advisor and planner

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Balanced money equals a balanced life! I help individuals, families and businesses work toward independence. My passion is investment, financial, and retirement income planning.

The world can be a turbulent place. As a financial advisor, I address the monetary tides for my clients. We work towards seeing these tides move in the right direction.

We begin with discovery of values and goals and develop a comprehensive written plan. We utilize our Bridge Process™ to implement the plan and utilize benchmarking to monitor progress. We focus on portfolio allocation, tax, Social Security, long term care, and estate planning as well as risk management. 

I'm an independent advisor affiliated with LPL Financial, and have served households in Pinellas county for over two decades.

I earned a Master of Business Administration from the Olin School of Business at Washington University in St. Louis, and B.A. Cum Laude in English from the University of Arkansas.


CFP Board: LetsMakeaPlan.org

What Is CFP Board’s Code of Ethics and Standards of Conduct?

The Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. 

The cornerstone of the Code of Ethics and Standards of Conduct is a CFP® professional’s obligation to CFP Board to act as a fiduciary, and therefore, act in the best interests of the client at all times when providing financial advice.

How to Get the Financial Advice That's Right for You

See Kiplinger's article here.

Kiplinger's How to Get the Financial Advice That's Right for You

Why Does It Matter If Your Advisor Is Independent?

Many independent advisory firms are owned by the individual advisors who run them, so they forge deep, personal relationships and have a strong sense of accountability to their clients.

Key benefits of an independent advisor:

  • Customized financial guidance

  • A personal, responsive relationship

  • A simple, transparent fee structure

  • Expertise to support complex financial needs

  • Assets managed by an independent custodian

Curt's Latest Vlog Update

If your employer has recently reduced 401k benefits, you may be asking how this may affect your retirement savings program and what to do next. See our recommendations in this video.

Learn about our qualifications and background

Chambers Financial Group Team in Largo office.

Meet Our Team.

The right partner makes the difference.

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