We’re excited to announce that we are now an employee-owned certified B Corporation!
We’re excited about these new short videos to help you get to know our advisors.
Chicory Wealth is offering a free workbook that allows you to leave critical information for your loved ones when you are no longer here.
Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.