Chicory Wealth is a fee-only registered investment advisory firm based in Decatur, Georgia, providing financial life planning and socially conscious investing services to individuals and nonprofit organizations. The firm emphasizes integrating clients’ financial goals with their personal values through sustainable and ESG-focused investment strategies and is a Certified B Corporation.
Sustainable and ESG investing standards, corporate accountability and benefit corporation frameworks, climate and clean energy initiatives, fiduciary and investor protection standards, financial inclusion, and incentives supporting philanthropy and nonprofit capacity
Client advisory fees, primarily percentage-of-assets-under-management and fixed financial planning fees
B Lab and the Certified B Corporation community, B Corp Climate Collective, Clearloop, and founder and CEO Maggie Kulyk
Private company (for-profit registered investment advisory firm, Certified B Corporation)
