Money with a Conscience.
Financial Guidance | Impact Investing
What if your wealth could do more than grow – what if it could transform? At Chicory, we help you build a financial life that reflects your goals, your personal values, and your vision for a better future. And the best part? We show up fully as ourselves so you can, too.
We’ll meet you where you are:
Guidance and Peace of Mind
Feel confident in your financial future no matter what life throws at you, with a comprehensive financial plan that prioritizes both money and meaning.
Values and Impact
Invest in companies and industries that you can feel good about, without sacrificing opportunities for financial growth.
Activism and Community
Leverage your voice as a shareholder to influence corporate behavior across climate, human rights, social justice, and public health issues.
As Seen In
Values-alignment isn’t just an option at Chicory – it's the very heart of who we are.
We work with clients just like you, who have worked hard for their wealth, are politically progressive, and care deeply about how their money is making an impact on the world and within their communities. Clients of all different backgrounds and with a wide range of financial needs trust Chicory to build and manage complex financial planning, tax, and investment strategies designed to carry them through life’s most important milestones.
What our clients are saying.
This testimonial was provided by a current client of Chicory Wealth. This client was not compensated for this testimonial.
No material conflicts of interest exist since this client was not compensated nor did this client receive any other benefit for providing this content.
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Recent Coverage.
Kiplinger
How to Support Local Communities With Your Fixed-Income Strategy
(By Max Kulyk) – If you’re tired of lending money to Uncle Sam, there are other ways to invest your fixed-income dollars that are secure and can help you do…
Business Insider
Why investors should be concerned about the growing backlash to AI data centers
(By Samuel O’Brient) – Max Kulyk, CEO of wealth management firm Chicory Wealth, said that his team regards it as a significant risk that is likely to get worse. “A…
International Finance Review
US companies use emissions data for energy efficiency
(By Victoria Zhuang) – “We’ve been on the side of nuclear being essential to the transition, despite its bad headlines many years ago,” said Max Kulyk, CEO of US sustainable…