We Can Help You Reach Your Goals
Through financial life planning and socially conscious investing
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In a Complex World Our Goal Is Simple
Our goal at Chicory Wealth is to break down the complexities of your financial life, understand your heart-felt values and what you want to support, and reach for a life focused on your dreams for yourself, your loved ones, and the world. We achieve this through our feature service: financial life planning, which includes socially conscious investing for those who invest with us. We do this all for one flat fee.
Financial Life Planning
Let’s build a financial plan that is as unique and multifaceted as you are, tailored to your specific needs and goals, and resilient enough to evolve over your lifetime.
Socially Conscious Investing
We can invest your resources so they can grow, but also impact the world in a positive way for future generations.
Let us help you realize your financial goals and your vision for a better world.