Broker Check

History

Chartwell Financial Group (CFG) has a history in Memphis dating back to 1936. The company is heavily invested in the city of Memphis not only represented by the over 5,000 families we serve, but also by the fact that Chartwell has been able to recruit talented advisors from outside the Memphis area to relocate to the city and work at our firm.

We don’t strive to be all things to all people, but to be the perfect place for the right people.  As we look to the future of our city and our clients, we know that we are well positioned to not only help those who are retiring, but also to advise the young millennial generation who are so often overlooked by the financial firms in the city of Memphis.

Chartwell Financial Group is an agency of The Guardian Life Insurance Company of America and its subsidiary, Park Avenue Securities. Guardian’s product lines are highly competitive and well suited to our clients needs. Park Avenue Securities allows us to serve our investment clients in a fiduciary capacity and serves as a conduit to a number of investment platforms, giving us the ability to pick the most appropriate one for each client.