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Our History

The Chapman family has been providing insurance and employee benefit services to corporate and individual clients for over 130 years. Twelve members of our family have joined the firm over the past five generations, with four family members now representing the 4th and 5th generations.

As General Agents for The Aetna, we pioneered the development of employee benefit plans in the 1920s and 1930s for clients such as Goodyear, Goodrich, Timken, Cleveland Cliffs, Lubrizol and Scripps-Howard. GB Chapman (known as Byron) and his son, George, ran Aetna's General Agency for 50 years in Cleveland. The father/son team was the largest producer of insurance business for Aetna in the country for 30 of those years. We have operated as an independent agency from all carriers including Aetna since 1963, providing independent consulting and brokerage services to our Chapman and Chapman clients.

In 2012 we merged with PJ Amos & Associates, a premier provider of wealth management services for over 35 years, the result of which is a truly comprehensive financial services planning firm for both individuals and corporations and a strengthened delivery of our single source solution.