Chicory Wealth is a private wealth advisory practice. We provide financial life planning and socially conscious investing services to progressive values-aligned individuals, families, and nonprofit organizations, helping them to “integrate money and meaning” throughout every stage of life. Chicory Wealth is a fee-only registered investment advisor and a Certified B Corporation. Our fully remote team serves clients coast-to-coast. For more information, visit www.chicorywealth.com. Social Media DISCLAIMER: https://chicorywealth.com/legal-and-privacy/
| Website | http://www.chicorywealth.com |
| Employees | 22 (17 on RocketReach) |
| Founded | 2017 |
| Phone | +1 404-294-5917 |
| Technologies |
JavaScript
,
HTML
,
PHP
+26 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning, Financial Life Planning, Wealth Management, Investment Advisory, Wealth Planning, Portfolio Management, Financial Advisor, Fee Only Advisor, Social Impact Investing, Sustainable Investing, Retirement Planning, Investment Strategies, Responsible Investing, Esg Investing, Impact Investing, Estate Planning, Nonprofit Financial Planning, Philanthropic Investing, Charitable Giving |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, Robinhood, TD Ameritrade, Betterment, Wealthfront, Acorns, Personal Capital +39 more (view full list) |
Looking for a particular Chicory Wealth employee's phone or email?
Max Crpc is the CEO and Founder of Chicory Wealth.
17 people are employed at Chicory Wealth.