Sustainability and Wellbeing in the Workplace


At Chicory Wealth, our mission statement captures our devotion to environmental stewardship, maintaining ethical and humane employment policies, being open and transparent in our operations, and connecting with the wider community: “The Chicory Wealth mission is to help our clients 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.”

While we continue to monitor our policies and improve them when needed, here are a few of the ways we seek to fulfill this mission in the workplace:


Environmental Stewardship

As a business, we are trying to reduce our environmental footprint with office practices such as composting, recycling, using reusable cups and dishes, installing low-energy thermostats, cleaning with environmentally friendly products, and encouraging alternative transportation to and from work. Though we do provide face-to-face meetings whenever clients want that, the majority of our meetings are via video or phone, and we almost exclusively using paperless forms and communications.


Workplace Wellbeing

Our team members work hard and always push themselves to do their best, but we also champion a healthy balance between work and downtime. This includes a generous family leave policy, the option of working remotely when needed, office yoga sessions, team meetings where all voices are heard, and support of volunteerism and charitable giving.


Community Connection

Chicory Wealth supports numerous nonprofits and community groups in line with our mission listed above, usually through sponsorships. We use local, diverse vendors, restaurants, and suppliers whenever possible, and support our team’s volunteerism with local groups. We also sponsor a holiday event each year through Maggie’s Giving Group to help raise funds for two charities.


In 2020, Chicory Wealth became an employee-owned Certified B Corporation, which is part of this mission.