Chicory Wealth

Chicory Wealth is a fee-only financial planning and sustainable wealth management firm, meaning we accept no commissions and must always act only in our clients' best interests. We provide holistic Financial Life Planning services to individuals and nonprofit organizations. 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. Our main office is located in Decatur, Georgia, but we work with clients all over the country using virtual technology. Meet our team here.