Chicory Wealth is a fee-only fiduciary firm providing comprehensive financial planning and investment management services. Founded with a mission to help clients align their finances with their values, the company specializes in socially responsible and impact investing. As a Certified B Corporation, Chicory Wealth is committed to high standards of social and environmental performance, transparency, and accountability, guiding clients through life's transitions with a holistic approach to their financial well-being.

Founded in

United States