One Service: Financial Life Planning, with Socially Conscious Investing

To help you reach your courageous vision for a richer life – in every sense of the word

How Does It Work?

Every person or family is unique, but here are the basics of what we do:

  • Get to know you in a meaningful way, financially and interpersonally
  • Help you clarify your values and prioritize your hopes and dreams
  • Guide you in making the financial decisions unique to you
  • Develop a plan and help you implement it
  • Offer direct management of your investable assets using our ethically screened portfolios designed to match your risk tolerance, timeframe, and values
Woman working at home with a laptop

Elements of a Financial Life Plan:

Cash Flow & Spending Plans

Retirement Savings

Investment Strategies

Tax Planning

Charitable Giving

Education & Other Savings

Estate Planning

Insurance Advice

Fee-Only Fiduciaries

We help you plan for your whole life — starting now, and continuing over time as your life evolves. We’ll be with you all along the way to look at your options as life changes, understand the implications of those options, and keep you on track to your true North, even if what that looks like changes over time.

And we do all this as fee-only fiduciaries, which means our advice must always be in your best interest. We take this fiduciary responsibility seriously: We accept no commissions or transaction fees and are paid on a fee-only basis.

Family life of a lesbian couple

“Integrating money and meaning is the perfect tagline for Chicory Wealth. It’s a wonderful feeling to have the level of trust I do with Chicory Wealth.”

This testimonial was provided by a current client of Chicory Wealth. This client was not compensated for this testimonial. No material conflicts of interest exist since this client was not compensated nor did this client receive any other benefit for providing this content.

Let us help you realize your financial goals and your vision for a better world.