Chartwell Financial Advisory

Founded in 1997, Chartwell Financial Advisory, Inc. is a 100% employee-owned firm that provides comprehensive financial advisory services. The company focuses on serving middle-market businesses and their owners by offering expert guidance on complex corporate finance and ownership matters. Its core services include Employee Stock Ownership Plan (ESOP) advisory, mergers and acquisitions (M&A), capital markets advisory, and a wide range of valuation and financial reporting services. Chartwell's mission is to provide independent, objective advice to help clients navigate significant financial transitions and achieve their long-term objectives.