I have worked in the financial industry since the early 2000s, but my main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. I opened Maggie Kulyk and Associates in 2004, and in 2018 this business became Chicory Wealth, a fee-only financial life planning and sustainable wealth management firm.

I graduated summa cum laude with a BA in political philosophy from West Chester (Pennsylvania) State University, then worked for six years in my family’s business, Rogers Brothers Corp. in Albion, Pennsylvania. I went on to receive an MDiv from Candler School of Theology at Emory, and finished ABD from the Graduate School of Religion at Emory. I’m a CRPC® (Chartered Retirement Planning CounselorSM), a Chartered SRI CounselorTM, and a member of the Financial Planning Association and the Life Planning Institute. I attended the Barron’s Women Advisors Summit (2014-15) and the Barron’s Independent Advisor Summit (2019), both invitation-only conferences for the top advisors in the country. In 2008, I started Maggie’s Giving Group, an informal fundraising community that each year selects two charities, nominated by our clients, to highlight and support at an annual holiday party. I’m also the author of Integrating Money and Meaning: Practices for a Heart-Centered Life and on the board of the Women Donors Network.

I’m married to Dr. Wendy Farley, professor of Christian spirituality and director of the Christian Spirituality Program at San Francisco Theological Seminary, and we have four children: Joanna, Emma, Paul, and Yana. The latest addition to the family is Teddy, a coton de tulear.

A balanced life for me includes meditation, football, beer, and spending time hiking around Orcas Island, Washington.

 

Maggie Kulyk, CRPC®,

Chartered SRI Counselor

CEO and Founder

[email protected]