Chicory Wealth is a fee-only, virtual private wealth advisory practice that emphasizes financial life planning and socially conscious investing for individuals and nonprofit organizations. The firm positions itself to \"integrate money and meaning,\" focuses on ESG- and values-driven portfolio strategies, and frames corporate responsibility through B Corp certification and community-focused giving programs.
Typically supports policies related to sustainable and ESG investing and corporate disclosure, climate and clean energy initiatives, investor protections and fiduciary standards, incentives for philanthropy and nonprofit capacity, financial inclusion and equitable investment practices, and business accountability/benefit corporation frameworks.
Primarily fee-for-service revenue from clients (advisory fees and assets-under-management fees) as a fee-only advisory practice.
Founder and CEO Maggie Kulyk, the B Corp/B Lab community and B Corp Climate Collective, partnerships such as Clearloop, and the firm's own philanthropic programs (Chicory Giving Group / CHICORY 1% FOR SOCIAL JUSTICE).
Fee-only registered investment advisory firm (for‑profit), Certified B Corporation
