Chicory Wealth is a fee-only financial life planning and sustainable wealth management firm (meaning our compensation is not tied to commissions). We provide holistic Financial Life Planning services to individuals and nonprofit organizations across the country. 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. We are also a Certified B Corporation. You can find out more about us on our website: www.chicorywealth.com. DISCLAIMER: https://chicorywealth.com/legal-and-privacy/
