Chicory Wealth
  • Welcome
  • Who We Are
    • Our Team
    • Community Impact
    • Chicory Giving Group
    • Chicory Wealth in the News
  • What We Do
    • Financial Life Planning
    • Socially Conscious Investing
  • Resources
    • FAQ’s
    • Webinars & Events
    • Job Openings
    • Legal & Privacy
  • Blog
  • Contact Us
  • Client Login
  • Menu Menu

Welcome to Chicory Wealth!

Uncategorized
Chicory Wealth Logo

by Maggie Kulyk, CEO and Founder

We are very excited to be launching our new, completely independent Registered Investment Advisory firm offering fee-only financial life planning and sustainable wealth management.

As many of you may know, I have long harbored a vision that I was put on this planet to help people have a better relationship with their money. This includes helping those who feel called to use their money in the service of their most cherished dreams for themselves, their community, and our planet. When I first started in the financial planning and wealth management business 15 years ago, I told folks I did “pastoral care with money,” and as I and my team have developed over the years, I think it’s fair to say we still do this. But increasingly we’re meeting people — perhaps just like you — who also long for a kind of transformation for themselves and others in relationship to their money in hopes of leading a more balanced, fruitful life. They want a life of “enough – ness” and a sense of confidence and ease that comes from the knowledge that their money is securely supporting them as they live out their goals and dreams, but is also doing less harm to the planet and doing more good in the world.

It is a false dichotomy to say that you cannot both “do well” and “do good.” There is ever increasing evidence that those companies that pay attention to their impact on the environment, their employees and other stakeholders, and their governance practices can in fact do BETTER than those companies that focus only on short-term gain. It is clear that Environmental, Social, and Governance (ESG) screens, applied to all money activities — investing, spending, and giving — can make a positive difference in the world as well as in personal financial well-being. We at Chicory Wealth are excited to be your advocate and guide along the path to this higher level of financial wellness.

If you are already one of our clients, we thank you for your continued trust and support as we strive to bring you better, more prosperous outcomes in your money life. If you are not yet a client, we invite you to contact us to find out how we might be able to help you find that sense of peace, security, and confidence that comes with working with a financial life planning firm like Chicory Wealth.

Thank you and may your 2018 be a time of calm, clarity, and confidence.

December 29, 2017/by Maggie Kulyk, CEO and Founder
https://chicorywealth.com/wp-content/uploads/2023/04/cropped-Chicory_Logo_Final.jpg 512 512 Maggie Kulyk, CEO and Founder https://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpg Maggie Kulyk, CEO and Founder2017-12-29 17:38:542023-05-15 16:23:01Welcome to Chicory Wealth!

Blog Categories

  • B Corps
  • Civic Engagement
  • Environment
  • General
  • Investing
  • Security
  • Shareholder Activism
  • Social Justice
  • Tax Tips
  • Uncategorized
  • Year In Review

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

Contact Info

  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

  • [email protected]

Join Our Newsletter

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Our Affiliations

 
© 2023 Chicory Wealth:: Website by Integritive Web Design :: Asheville, NC
  • Legal & Privacy
  • Job Openings
  • FAQ’s
  • Contact
Scroll to top