Chadds Ford, PA Office

Chadds Ford Wealth Partners is an employee‑owned wealth management firm that provides financial planning, consulting and investment management to individuals, families, trusts, foundations, endowments, nonprofit organizations and operating businesses. Its services include portfolio management, standalone actionable advice for held‑away assets and retirement or executive compensation matters, and the selection and oversight of independent managers and privately placed investments.

The firm works from a customized Investment Policy and Strategy Statement for each client, employing strategic and tactical allocations across equities, fixed income, alternatives and cash using mutual funds, ETFs, individual securities, independent managers and private collective vehicles. Chadds Ford conducts ongoing monitoring and due diligence of independent managers, implements client ESG preferences using third‑party research rather than proprietary ESG products, and frames portfolios around clients’ goals, risk tolerance and liquidity needs.

As of December 31, 2025, Chadds Ford reported $1,327,385,934 in assets under management, of which $1,296,145,354 was managed on a non‑discretionary basis and $31,240,580 was discretionary—an operational mix that is uncommon among similar team firms. The firm’s combination of a compact advisory staff, a large asset base concentrated in trusts, and a predominant non‑discretionary model distinguishes its operational profile from many peers.