George Chamberlin is the founder and principal of Mentor RIA Consulting. He has extensive experience in a variety of areas relevant to Registered Investment Advisers (RIAs), including assisting new investment advisers in the registration process, planning for high net worth clients, development and use of software for estate
and gift planning, financial planning and education planning, research and
writing, as well as RIA compliance.
Previously, Mr. Chamberlin was a Managing Partner of Mentor Wealth Management, LLC, a registered investment adviser. He served as Vice President — Financial
Strategies for Financeware, Inc., d/b/a Wealthcare Capital Management; as
Product Manager for Mobius Group, a division of CheckFree Investment Services; and
as Software Development Coordinator for the National Network of Estate Planning
Attorneys. Mr. Chamberlin also worked in tax software development at Shepard’s/McGraw-Hill (now Lexis-Nexis) in its former Tax, Estate and Business
Planning Unit and has authored a wide variety of legal reference material for a
number of legal publishers.
Mr. Chamberlin earned a BA from Eisenhower College and a JD from the
University of Pittsburgh, School of Law.
Mentor RIA Consulting is based on the belief that our customers' business needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
Pricing for the services available through Mentor may be based on hourly rates, a flat fee for specific projects, annual retainer or subscription, or on a per article, plan or presentation basis for research, writing, planning or training. Contact us
for more detailed information.
& Mentor RIA Consulting © 2013-2019