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.
Growing Money with Sean Trace
(Podcast) Invest With Courage: Max Kulyk
(Hosted by Sean Trace) – In this episode of Growing Money with Sean Trace, I sit down with Max Kulyk, founder and CEO of Chicory Wealth, to talk about money…
Barron's
The Iran War Has Created Investing Opportunities. What the Pros Are Doing.
(By Steve Garmhausen) – Our orientation is around socially conscious investing and ESG metrics. So, we’re very interested in energy broadly, but specifically renewables. With the energy demand for artificial…
InvestmentNews
Going RIA let us build a socially progressive business: Chicory Wealth
(By James Rogers) – There are many reasons that fuel the move to RIA, but for Chicory Wealth, the prime mover was a desire to build a business that could be…