Going RIA let us build a socially progressive business: Chicory Wealth
(By James Rogers) –
There are many reasons that fuel the move to RIA, but for Chicory Wealth, the prime mover was a desire to build a business that could be carefully tailored to the needs of a progressive client base.
“Our clients are very politically progressive, they wanted real socially conscious investment,” Max Kulyk, founder and CEO of Chicory Wealth, told InvestmentNews.
Kulyk made the decision to leave the regional broker dealer world almost 10 years ago after spending 15 years as an Ameriprise franchisee. “We left in the very end of 2017,” he explained, with his new company, Chicory Wealth, established in January 2018.
May 5, 2026 / by Liv Gagnon
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