The mission at Chicory Wealth is “Integrating Money and Meaning.” We help people align their financial lives with their hopes and dreams for the future – for themselves, for others, and for the planet. We are part of the growing emphasis on using personal and collective resources for socially just relationships, sustainable economic development, and a healthy eco-system. As a business, we are committed to social and environmental stewardship and to helping others do the same.
Chicory Wealth is a fee-only financial planning and sustainable wealth management firm. In plain English this means we accept no commissions and must always act only in our clients’ best interest. We are true fiduciary advisors. We provide holistic financial life planning services to individuals and nonprofit organizations. Our planning engagements cover cash flow management, insurance analysis, education planning, tax planning, estate planning, investments, retirement distribution planning, and charitable giving. Our investment strategies are centered on sustainable and Environmental, Social and Governance (ESG) screened investments. Our main office is located in Decatur, Georgia, but we work with clients all over the country using virtual technology.