Integrating Money and Meaning

Financial Life Planning and Socially Conscious Investing

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Achieve the goals of your heart

You live in an increasingly complex financial world with seemingly little control over what your money supports. You’re looking for a trusted guide to lead you through the maze and show you how your resources can uphold what matters to you most.

Chicory Wealth can be your guide, offering peace of mind by helping you realize your financial goals and your vision for a better world. After all, if you make good financial choices but don’t achieve the goals of your heart, what’s the point of it all?

Here is the help you’ve been looking for.

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Who We Are

Find out about our mission and our trusted team.

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What We Do

Find out about our services that can help you align your resources with your vision.

Get to Know Chicory Wealth

Our mission at Chicory Wealth is “Integrating Money and Meaning.” We help people align their financial lives with their hopes and dreams for the future – for themselves, for others, and for the planet. We are part of the growing emphasis on using personal and collective resources for socially just relationships, sustainable economic development, and a healthy eco-system. As a business, we are committed to social and environmental stewardship and to helping others do the same.

Please watch this short video to get to know us better.