our firm

Chartwell was founded by George Moore in 2004 and proudly represents Guardian Life Insurance Company of America, Berkshire Life Insurance Company of America, Park Avenue Securities LLC and other fine companies. We serve individuals and businesses throughout the mid-south.

our vision

To offer our clients continuing and outstanding service by maximizing their wealth through planning and the proper use of financial products.

our mission

To provide people with economically sound strategic financial solutions; to serve as the advocate of their financial future. To compel the people with whom we work to maximize their protection, benefits and wealth during their lifetime and for generations to come.

We recommend a course of action that we would apply to ourselves in the same financial situation; we enrich the lives of the people we touch. We help individuals to implement financial products and services to accomplish their economic success.

Additionally, to the degree that the people we work with recognize the added value provided, they will compel their friends, associates, family and colleagues to take whatever measures are necessary to maximize their own protection and wealth.

Additionally, we empower the members of our firm to protect and create their own wealth and to grow in their careers to their fullest desire and potential.

Chartwell Financial Group is one of the foremost team of practitioners in protecting and growing the wealth of families, individuals and businesses in the Mid-South region.