by Liz McGeachy, Communications Director | Jun 20, 2019 | Uncategorized
Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.
by Liz McGeachy, Communications Director | Mar 24, 2019 | Uncategorized
Many of you reading this likely know that our focus at Chicory Wealth extends beyond just nuts-and-bolts money management. While this is important, we see our role in a wider lens too: helping create balanced lives, socially just communities, and a healthy planet. We...
by Liz McGeachy, Communications Director | Dec 18, 2018 | Uncategorized
The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!
by Liz McGeachy, Communications Director | Sep 24, 2018 | Uncategorized
No one likes to think about online security, but it’s important. Here are some tips.
by Liz McGeachy, Communications Director | Aug 14, 2018 | Uncategorized
We’re shaking things up a little bit this month and getting personal. In an effort to stand by our values (read more about the Chicory Wealth values here), we’re sharing some of the many joys we experienced this summer. The Chicory Wealth office is always busy, but...
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