The Heartbeat of Chicory
Our Mission
Is to help our clients ‘feel good’ about how and where their money is invested, igniting a life that is both prosperous and purposeful.
We Envision
A world where ethical participation in financial markets has the power to fix broken systems, rebuild a healthy planet, and improve the lives of future generations to come.
About Chicory
In 2002, CEO Max Kulyk founded Chicory Wealth in Atlanta, GA. Today, we are a fully remote office with 25 team members coast-to-coast.
Since day one, Chicory has always believed that true financial planning requires bringing one’s full self to the table. Integrating our personal values, political belief systems, and heart-centered goals into money conversations is critical to long-term and sustainable financial wellbeing. Chicory is also proud to be an employee-owned firm since 2020. Read more about why.
Chicory is a fee-only registered investment advisor
This means our financial advisors are held to a Fiduciary standard of care: a legal obligation to make decisions in the best interest of our clients, not for our own personal gain. We don’t sell investment or insurance products, and we only collect fees on our financial advice.
Chicory Wealth is proud to be a Certified B Corporation!
B Corps meet rigorous standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials.
Meet the Team
With our hearts in the work and our minds on the details, we show up to Chicory fully as ourselves – so you can, too.
I deeply appreciate the diversity of the Chicory owners and employees. The personal attention is top notch. It's clear that Chicory staff make a point of knowing or refreshing their knowledge of the client each time there is interface between them. And that doesn't just go one way... I love that the folks at Chicory share their life events too - babies, marriages.
- Chicory Client
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.
Click on the map to see where our team members are located!
Our advisors serve clients nationwide through Chicory’s virtual office.
Little Rock, AR
Rancho Santa Margarita, CA
Westminster, CO
Westport, CT
Atlanta, GA
Washington, DC
Western MA
Riverdale, NJ
Saratoga Springs, NY
Cary, NC
Hillsborough, NC
Weaverville, NC
Philadelphia, PA
Advisor Team
Mary Shaltis
Financial Advisor, Partner
Jacob Newcomer
Financial Advisor, Partner
Katie Hagedorn
Financial Advisor, Partner
Rosanna Marie Neil
Financial Advisor, Partner
Dan Kirslis
Financial Advisor, Partner
Emily Deer
Financial Advisor
ari rosenberg
Financial Advisor
Heike Lautenschlaeger
Financial Advisor
Eric Benzel-Ward
Financial Advisor
Shelly Jackson
Financial Advisor
Beck Ringle
Financial Advisor
Kelly McShane
Financial AdvisorClient Experience Team
Tina Tyson
New Client Relationship Manager, Partner
Paul Grabhorn
Client Experience Manager, Partner
Shane Patrick
Client Service Associate, Partner
Emily France
Client Service AssociateShared Services Team
Tricia Williams
Director of Business Operations, Partner
Christian Giadolor
Investment Analyst
Daniel McNabb
Portfolio Manager, Partner
Liv Gagnon
Marketing & Social Responsibility ManagerTax Team
Office Pawtners
Max
Newcomer
Charlie
Grabhorn
Cash
Deer
Teddy
Kulyk
frankie
rosenberg
June
Gagnon
Joey & Sazi
Lautenschlaeger
Zuri
Audi
Lemmy
France
Zelda & Link
Hagedorn
Porcini & Pippy
JacksonEmployee Ownership at Chicory
Chicory is proud to be employee-owned because we believe the people doing the work should share in the value they create.
We currently have 11 employee-owners (and growing!). "Employee ownership" can mean very different things from one firm to another. At Chicory, it means every team member has equitable access to becoming an owner – with minimal upfront cost – and every employee-owner has an equal voice in shaping our future. We believe ownership should be accessible, participatory, and shared, rather than reserved for a select few.
Financial services firms have historically concentrated opportunities and decision-making power among a narrow group of people. Not at Chicory. Here, every team member, owner or otherwise, has a genuine stake in our success, fostering a culture of accountability, diversity, and long-term innovation. The result is better service for our clients and the ability to attract and retain exceptional people who believe in our shared mission.