Smart Planning for Good Humans
All of our clients at Chicory Wealth have one thing in common: a desire to grow their wealth without sacrificing their personal values. We take pride in working with clients who are thoughtful, politically progressive, and active stewards of their communities.
Smart Planning for Good Humans
All of our clients at Chicory Wealth have one thing in common: a desire to grow their wealth without sacrificing their personal values. We take pride in working with clients who are thoughtful, politically progressive, and active stewards of their communities.
Steady Guidance No Matter What Life Throws You
Our experienced team of financial advisors, tax professionals, and portfolio managers are ready to guide you along your path to financial freedom - wherever you may be on that path.
Whether you’re in the wealth-building stage,
growing your career and family
Or, have taken the leap to start a small business or nonprofit.
Have recently inherited a large
sum of money or sold a company
Are nearing retirement or have recently retired and are balancing multiple accounts, equity compensation, real estate, foundations, or other complexities
We’ll be here for you
every step of the way.
Whether you’re in the wealth-building stage, growing your career and family
Have recently inherited a large sum of money or sold a company
Are nearing retirement or have recently retired and are balancing multiple accounts, equity compensation, real estate, foundations, or other complexities
Or, have taken the leap to start a small business or nonprofit.
Who Our Clients Are:
What We Do:
Guidance and Peace of Mind
Feel confident in your financial future no matter what life throws at you, with a comprehensive financial plan that prioritizes both money and meaning.
Values and Impact
Invest in companies and industries that you can feel good about, without sacrificing opportunities for financial growth.
Activism and Community
Leverage your voice as a shareholder to influence corporate behavior across climate, human rights, social justice, and public health issues.
The Client Experience
Don’t take our word for it – hear directly from our clients about what it’s like to work with Chicory.
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.
Planning for LGBTQ+ Clients and Families
Chicory was founded by a trans man, and roughly one-third of our team identify as LGBTQ+. For those of us in the LGBTQ+ community, or for parents of children who identify, there are special financial, legal, and unfortunately safety considerations that must be made during the financial planning process. For example,
Planning for LGBTQ+ Clients and Families
Chicory was founded by a trans man, and roughly one-third of our team identify as LGBTQ+. For those of us in the LGBTQ+ community, or for parents of children who identify, there are special financial, legal, and unfortunately safety considerations that must be made during the financial planning process. For example,
- What legal documents do I need to ensure my partner has decision-making authority if I’m incapacitated?
- What estate planning strategies best protect us in case of legal or family disputes?
- How do I ensure my partner has access to my health insurance or medical decision rights?
- Do we need to set up an emergency fund in case my child is no longer safe in our state and we have to move?
- What’s the best way to structure home ownership for LGBTQ+ couples to protect both partners?
- How do I protect shared assets if my relationship is not legally recognized in all jurisdictions?
All of our advisors – LGBTQ+ and allies – are ready to guide you through these scenarios with clarity and care, or work together with a trusted third party who can.