Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Timothy "Tim" Chapin

Senior Vice President - Wealth Management
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508-362-1823

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Tim is a Senior Vice President in the Wealth Management division at UBS and has been a Financial Advisor for 34 years. He advises clients on the best methods to grow, protect and preserve their assets. He also assists his clients in the efficient distribution of their wealth during retirement and at their death. Tim was born in Boston, MA and has been a resident of Cape Cod since 1965. He is a graduate of Tabor Academy & Bowdoin College. Tim and his wife, Melinda currently reside in Falmouth. Tim has actively volunteered with: Osterville Rotary Club (Past President) ,Dewitt Clinton Lodge (Past Master) , Board of Trustees Heritage Museaum & Gardens of Sandwich and The Job Training & Employment Corp.


Registered States:
AZ, CA, CO, CT, DE, FL, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WA


Patrick Murphy

Financial Advisor
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508-362-1891

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After a decade of advising high-net-worth families in the greater Boston area, I have returned to my roots on Cape Cod. I recognize a need for high quality service encompassing all aspects of Wealth Management. Our team, The Chapin Group, is able to accomplish this for you by leveraging my background as an attorney and a CPA along with the team's 80+ years of combined investment experience. We collaborate with your CPA, estate planning attorney, and insurance provider, to create synergy between your investment, income tax, estate tax, and legacy planning.

I live with my wife Annemarie and children Paige and Kellan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!

My professional/social affiliations include: Cape Cod Young Professionals, Barnstable Bar Association, Mensa International, Cape Cod Pride

My professional achievements and education

  • Certified Public Accountant (CPA)
  • Suffolk Law School, Juris Doctor
  • Boston College, BS Accounting


Registered States:
AZ, CA, CO, CT, DE, FL, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, VA, VT, WA


Margaret "Maggie" Kenney

Wealth Strategy Associate
508-362-1828

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A 28 year veteran of the financial service industry, Maggie strives to help families in every stage of their financial life.  She currently holds her Series 7,9,10,31,63,and 66 securities licenses. In her free time she enjoys vegetable and flower gardening.


Registered States:
CT, FL, MA, MI, NC, NH, NY, VA


Laurin H. Balfour

Senior Client Service Associate
508-362-1831

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I have been working in the financial industry for the past 10 years and my primary goal is to provide excellent service to our clients and their families. I want our clients to feel comfortable contacting me to access the many services we provide.  Within The Chapin Group, my role is to coordinate access to the team in a timely manner.

 I am a graduate of Chamberlayne School of Design at Mount Ida College with my B.S. of Design.  My husband David and my two boys Owen and Jack have resided in Mashpee for the past 14 years.  We are always on the move with lacrosse, soccer, basketball and many family activities. We pride ourselves on showing our children that hard work and determination will allow us to be successful in all aspects of our life.