About Us

Learn about the specific services we offer, and what goes in to creating a well rounded estate plan.

The Path and The Plan: Our Process
See how we take a comprehensive and holistic approach to your financial life. Let us take you down the path to create a family plan that meets your goals.

Why Chaffee & Associates?
Our firm is set apart from attorneys and investments managers, and we would like to tell you how. Read about what differentiates Chaffee & Associates from the rest of the pack.

Your Team
Meet the Chaffee & Associates team, who have been dedicated to serving their clients and families for over 20 years.

Core Values
See our values and commitment to the relationships Chaffee & Associates builds with clients.

Rick shares his thoughts on what we are able to provide to the families Chaffee & Associates works with.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1