A complete list of active advisors currently associated with Chestnut Street Investment Counsel, LLC

Warmer can help you find a great advisor at Chestnut Street Investment Counsel, LLC or one who fits your needs even better.

Chestnut Street Investment Counsel serves individuals, high‑net‑worth clients, trusts, estates, retirement plans and businesses, offering discretionary investment management, comprehensive wealth management and financial planning. The firm manages approximately $120 million in discretionary client assets and provides ongoing portfolio supervision as well as retirement plan advisory services. The firm constructs customized portfolios that emphasize individual stocks and bonds alongside mutual funds, applying both fundamental and technical analysis and an internal due diligence process. Chestnut Street generally pursues a long‑term investment orientation but may buy, sell or reallocate positions on shorter time horizons to meet client objectives or respond to market conditions, and clients may impose reasonable investment restrictions. Noteworthy features include the firm’s willingness to manage portfolios built from individual securities rather than relying solely on model portfolios or ETFs, and its capacity to serve as a 3(38) fiduciary for retirement plans — services less common among firms of similar size. The firm’s principal authored a book titled "A Woman’s Wealth," and the firm maintains an institutional relationship with a major custodian that provides technology and operational support to the small advisory team.

To learn more about the advisors currently working at Chestnut Street Investment Counsel, LLC, 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.