Let Your
Moral Compass
Guide the Way
Financial planning is more than just spreadsheets and numbers. It’s about creating a life that’s true and meaningful to you. And it’s the foundation of what we do here at Chicory.
Let Your
Moral Compass
Guide the Way
Financial planning is more than just spreadsheets and numbers. It’s about creating a life that’s true and meaningful to you. And it’s the foundation of what we do here at Chicory.
What We’ll Do Together:
Clarify Your Goals
Help you clarify your personal and financial goals
Build Your Plan
Create a comprehensive financial plan and help you implement it, even as life's circumstances change
Navigate Complexity
Help you navigate complex choices about taxes, inheritance, retirement, large purchases and investments, or career transitions
Guide Your Investments
Guide investment decisions that match your risk tolerance, timeframe, and values
Engage Your Team
Coordinate with other professionals — such as tax, legal, and estate planning — so every aspect of your financial life is covered
As a Chicory client, your advisor will build a financial plan that grows and evolves with you over time. They’ll help you make thoughtful, confident decisions through every step of your financial journey, placing the focus on what matters most: your future, your family, and the impact you want to have on the world.
Thank you all for walking with us through many stages of mortal life – some predictable (like retirement, ill health), some not (like fascist dictatorship). You've done very well in managing our money but even better in helping us see our ways forward.
- Chicory Client
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.
Advisor Pairing with YOU at the Center:
Financial planning is personal. And much like a doctor or a therapist, a successful client-advisor relationship is built on trust, openness, and connection. Here’s how we approach the critical process of pairing you with a Chicory advisor:
Advisors Who “Get” Our Clients
We hire advisors who reflect the types of clients we love to work with, and who bring a vast range of personal identities, backgrounds, interests, communication styles, and specialties to Chicory to ensure there’s a clear “right fit” for every type of client.
Informed Pairing
Our dedicated New Client Relationship Manager spends quality time getting to know you before pairing you with an advisor – a process based on personality fit, communication style, technical specialties, and a behavioral science approach called the Enneagram Personality Assessment.
A Team-Based Service Model
While all clients are assigned one or two “lead advisors” with whom they meet on a regular basis, we also thoughtfully assign a support team behind the scenes who is up to date on your financial situation, should the unexpected need arise for another advisor to step in temporarily.
Take Your Plan Further
Other Services
at Chicory
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.