A complete list of active advisors currently associated with Chicory Wealth
Warmer can help you find a great advisor at Chicory Wealth or one who fits your needs even better.
Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, and also offers tax preparation, estate planning assistance and business consulting. The firm additionally delivers model portfolio services and operational support to other registered investment advisers as part of its service offerings. The firm’s investment process draws on fundamental analysis, modern portfolio theory, quantitative methods and environmental, social and governance (ESG) metrics to build long‑term, diversified portfolios and inform financial life plans; client interactions take place via virtual meetings, phone and electronic communications and accounts are reviewed periodically. For portfolio management clients, Chicory Wealth generally directs custody to a single platform provider and operates with discretionary trading authority. Chicory Wealth is also the general partner and investment manager of a private pooled vehicle (the CW Alpha Fund), a structure the firm discloses can create conflicts of interest and which involved administrative and expense advances for investors. The firm sponsors a wrap fee program (no longer open to new clients), maintains multiple offices, provides model-portfolio operational services to other advisors, and discloses receipt of platform and third‑party software benefits from its custodian; when it accepts proxy voting authority it uses preapproved voting guidelines from Sustainalytics.
To learn more about the advisors currently working at Chicory Wealth, 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.
You can also browse Chicory Wealth's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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