Velvet Financing
“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”
Best Financial Advisors in Chatham, ON
10 firms listed · 4 in Chatham · 1 open weekends · 8 rated 4.5+
Data verified October 16, 2026
Balance Wealth Management Group
Harbour Planning Group
Utley Financial Group
“I been with Utley financial for 30 years and all was always impeccable”
MBI Financial
“After dealing with two different large banks (TD and CIBC) for investing, MBI was an absolute breath of fresh air.”
Father & Son Financial
“Spencer thoroughly takes the time to explain all our options in detail and is very organized.”
The 10 firms listed for Chatham, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Chatham, ON
4 of the 10 firms we list are based in Chatham; the other 6 serve Chatham from towns including Belle River (51 km), Petrolia (51 km) and Blenheim (15 km). The firms on this page are rated from 1.0 to 5.0 across 54 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 1 lists staff certifications (CFP). Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2005. 1 offers payment plans. We have a website on file for all 10 of the firms on this page; 7 publish a contact page and 5 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Chatham listed here?
4 of the 10 firms are in Chatham itself. The rest come from other towns within 60 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Moe Mailloux Financial Services
“Go see Evan — best guy, and he can take care of whatever you need.”
Haldenby Financial Group - Investia Petrolia
Financial Planner at BMO
“You better believe it, Carmelo has always given us the very best service and advise.”
Tolmie Financial Group
Why these companies made our list
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