Our Firm

Who We Are (a short video)

Robert Chamberlain, CFP®, is an Investment Advisor Representative and a Registered Representative with LPL Financial (member FINRA / SIPC). 

Mr. Chamberlain is associated with several other financial advisors in the greater Pittsburgh area, each of whom is also an independent Registered Representative with LPL Financial.  Each advisor on our local team has one or more areas in which he/she has, through education and experience, developed some degree of specialized knowledge, and each advisor shares that knowledge with the other advisors in the firm, and his/her clients, to provide a high level of comprehensive financial planning capabilities.

Even though we offer a wide array of financial planning services, we do not offer tax or legal advice.  We work with our clients' current tax and/or legal advisors as needed, or when the client prefers, we will refer them to a professional who, in our opinion, will be able to address their needs.

LPL Financial

Your Goals Come First  (a short video)

LPL Financial is a full-service investment brokerage, investment management, and comprehensive financial planning firm with headquarters offices in Boston, San Diego, and Charlotte.  More than 12,000 financial advisors across the country are affiliated with LPL Financial as independent Registered Representatives.

It's important to note that LPL Financial advisors are not employees of LPL Financial.  We are all independent advisors.  That means we owe our allegiance to our clients, and not to some investment or insurance company of which we are an employee.  At the same time, each LPL Financial advisor is subject to strict oversight and audits by LPL Financial in order to maintain our affiliation with the firm.

LPL Financial provides to their affiliated financial advisors, access to a wide array of investment research, investment products, insurance products, and financial planning tools and expertise.  Unlike many firms in the financial services business, LPL Financial does not manufacture or offer its own investment or insurance products.  Thus, there is no pressure or special incentive for LPL Financial advisors to recommend any investment or insurance products in which LPL Financial or the financial advisor has any interest that might conflict with the best interests of our clients.