Chicory Wealth
Financial ServicesView the employees at
Chicory Wealth-
Maggie Kulyk, CRPC®, Chartered SRI Counselor™ CEO and Founder at Chicory Wealth
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Decatur, Georgia, United States
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Rising Star
Tricia Williams Business Strategy and Operations • Program/Project Management • HR Operations-
Seattle, Washington, United States
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Rising Star
Allen Sakon, CPA, CFT-I™, CFP® Financial Life Planning / Advisor at Chicory Wealth-
Decatur
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Rising Star
Jacob Newcomer, CFP® Financial Advisor/Partner at Chicory Wealth-
Atlanta Metropolitan Area
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Rising Star
Overview
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/
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