Chicory Wealth Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Chicory Wealth operates as a private wealth advisory practice within the financial services sector, offering financial life planning and socially conscious investing to individuals, families, and nonprofit organizations who align with progressive values. Its approach centers on integrating money and meaning across life stages, with services delivered by a fully remote team that serves clients nationwide. The firm positions itself as a fee-only registered investment advisor and is certified as a B Corporation, reflecting a focus on stakeholder impact alongside financial guidance. Based in Decatur, Georgia, Chicory Wealth provides advisory services across the United States, supported by a modestly sized team and a commitment to values-driven investing. Recent updates indicate ongoing growth and recognition within the impact investing community, including certification as a Best for the World B Corp in the customers category in 2022.

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