FEE ONLY FINANCIAL PLANNING

Chicory Wealth is a fee-only financial planning and sustainable wealth management firm, meaning we accept no commissions and must always act only in our clients’ best interests. We provide holistic financial life planning services to individuals and nonprofit organizations. Our planning engagements cover cash flow management, insurance analysis, education planning, tax planning, estate planning, investments, retirement distribution planning, and charitable giving. Our investment strategies are centered on sustainable and Environmental, Social and Governance (ESG) screened investments. Our main office is located in Decatur, Georgia, but we work with clients all over the country using virtual technology. Meet our team here.

 

OUR MISSION

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.

 

OUR VALUES

 

Shared Sense of Purpose

We are engaged in noble, meaningful work that creates enduring value for our clients, our communities, and the wider world.

 

Compassion

We strive to listen with the “ears of the heart” and to seek out the deeper meaning and bolder vision embedded in the stories shared with us. We encourage ourselves and our clients to use our resources in a way that serves the planet and future generations.

 

Wisdom

As advocates and guides, we offer encouragement and clarity, not simply technical knowledge. We continually strive to deepen our relationships, so we are able to offer the best possible insights at the most critical moments, leading to the optimal outcomes.

 

Dependability

We are present and available during the joyous and tragic times, as well as the quieter, transitional moments in between.

 

Authenticity

We seek to be genuine and open in our connections with others, so we can uphold our commitment to the betterment of our clients and the world – for generations to come.

 

 

HISTORY

With a background in business and religious studies, Maggie Kulyk opened the private wealth advisory practice of Maggie Kulyk and Associates in Decatur, Georgia, in 2002, which became Chicory Wealth in 2018. Maggie has always been interested in helping people navigate their financial lives with ease, but she also focuses on the deeper story of money in our culture and how it operates symbolically in our lives. (Learn more about Maggie and her work in her book Integrating Money and Meaning: Practices for a Heart-Centered Life.) Overall, we at Chicory Wealth are interested in the idea that personal and collective resources can help lead to a transformed world.

 

 

WHY CHICORY

Known for its beauty and perseverance, chicory flourishes where other plants can’t survive. Its deep roots and piercing blue flowers have been used throughout the ages for healing, as a flavoring, and in ritual ceremonies – an apt symbol of the balance between strength and beauty we strive to create for our clients.