A complete list of active advisors currently associated with Chadwick Financial

Warmer can help you find a great advisor at Chadwick Financial or one who fits your needs even better.

Chadwick Financial is a state-registered investment adviser that provides portfolio management, financial planning, and related advisory services to individual and high net worth clients. The firm serves a client base through managed accounts and may recommend unaffiliated third‑party sub‑advisors to implement strategies on client assets. The firm’s filings indicate it manages assets almost entirely on a non‑discretionary basis (reported as $0 discretionary and $61 million non‑discretionary), so clients generally retain decision authority and the firm provides recommendations and oversight rather than unilateral trading authority. Its investment approach incorporates asset allocation, dollar‑cost averaging, and a mix of long‑ and short‑term purchases, with account reviews at least quarterly and periodic use of model or sub‑advised strategies. Distinctive aspects include its affiliation with an insurance agency and the fact that firm representatives are licensed to offer commissionable insurance products and annuities, a business line the brochure discloses can occupy up to 30% of a representative’s time and may create conflicts of interest. The firm also provides a one‑time financial plan prior to establishing investment accounts and relies on custodial relationships with major custodians for execution and client reporting.

To learn more about the advisors currently working at Chadwick Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.