Chicory Wealth is a fee-only Registered Investment Advisory practice providing holistic Financial Life Planning services to individuals and nonprofit organizations across the country. In addition to engaging in extensive financial and life planning with clients, they focus on portfolio strategies centered on sustainable and ESG (environmental, social, and governance) screened investments.
Keywords: financial planning, sustainable investing, ESG investments, shareholder activism
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 125.4
