Chicory Wealth’s Community Impact

Some of the ways we honor our “commitment to social and environmental stewardship and helping others do the same”

Climate Commitment and Sustainability

As a business leader, we are responsible for putting our values into action, which means respect and care for the world in which all of us live and work. In 2022 we joined the B Corp Climate Collective and made the “SME Climate Commitment” to becoming carbon neutral. We also partnered with Clearloop®, a Silicon Ranch Company, to help us offset the climate impact of our work and expand access to clean energy in distressed communities throughout the United States.

Wind power and solar power stations
Child environmental activist

Employee-Owned B Corporation

In October 2020, Chicory Wealth completed the lengthy certification process to become a B Corporation. This is a growing community of 5,000+ for-profit businesses in more than 70 countries and representing 150 industries dedicated to using business as a force for good. These businesses are certified by the nonprofit B Lab™ to meet rigorous standards of inclusivity and sustainability, and those who earn certification meet “the highest standards of social and environmental impact.” We will go through the recertification process every three years.

Certified B Corporations believe:

  • That we must be the change we seek in the world.
  • That all business ought to be conducted as if people and place mattered.
  • That, through their products, practices, and profits, businesses should aspire to do no harm and benefit all.
  • To do so requires that we act with the understanding that we are each dependent upon another and thus responsible for each other and future generations.

In 2020, we also changed our business model from a single owner to an employee-ownership structure.

“How wonderful it is that nobody need wait a single moment before starting to improve the world.”

–Anne Frank

Charitable Giving and Nonprofit Sponsorships

Chicory Wealth has an annual Employee Charitable Giving program through which we donate to charities designated by our employees. In addition, we donate to numerous nonprofit organizations through sponsorships. Our 2023 sponsorships include the organizations below. We hope you will check them out and support the good work they are doing:

Chicory Giving Group

Each year Chicory Wealth hosts an annual fundraising event. Our clients nominate organizations to be considered for the event, and a board of clients chooses the two final organizations to be featured at the event. As of 2022, Chicory Giving Group had raised approximately $162,000 for community organizations since its inception in 2007.

Educational & Other Resources

At Chicory Wealth we believe in the importance of financial literacy for everyone, so we provide free resources on our website. We hope this information will help expand people’s knowledge of their finances and how they can use their resources to support their values.

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