Chicory Wealth Information
Contact top employees from
Chicory Wealth
Summary
Chicory Wealth is a private wealth advisory practice. We provide financial life planning and socially conscious investing services to progressive values-aligned individuals, families, and nonprofit or...Show more
Organization Website | chicorywealth.com |
Social Links |    |
Phone Number | +1 404 294 5917 |
Industries | |
Headquarters Location | 3904 N Druid Hills Rd, Decatur, Georgia, 30033 US |
Employees Size | 10-50 employees |
Specialties | Financial Life Planning, Socially Conscious Investing, Shareholder Engagement, Social Activism, Tax Planning, ESG, Multi-Generational Financial Planning, Retirement Planning, Ethical Investing |
Founded | 2017 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2010 | - | 1-10 | - | $- | |
| 2014 | - | 1-10 | - | $- |
Estimated Website Traffic
The chart shows a growth in traffic to the chicorywealth.com website. In November, traffic increased to 268, compared to 250 in the previous month. The highest traffic in 2025 was recorded in July, reaching 636 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Chicory Wealth shows a diverse range of experience levels:
7% have been with the company for less than 1 year27% for 1–2 years13% for 3–4 years47% for 5–7 years7% have over 11 years of service at Chicory WealthEx-employees positions
In Company
In New Company
Contact top employees from
Chicory Wealth
Liv Gagnon
Marketing & Social Responsibility Manager
Katie Hagedorn
Financial Advisor
Samantha Silberstein CFP®
Tax Advisor
Liv Gagnon
Marketing & Social Responsibility Manager
Emily Deer
Financial Advisor
Tricia Williams
Director of Business Operations
Jacob Newcomer
Financial Advisor
Daniel Kirslis
Financial Advisor
Brad Hager
Tax Advisory, Preparation, Planning & Compliance
Daniel McNabb
Portfolio Manager/Partner
Shelly Jackson Buffington
Associate Advisor
ari rosenberg
Financial Advisor
Allen Sakon
Financial Life Planner
Heike Lautenschlaeger CFP®
Financial Advisor
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FAQ
Chicory Wealth operates in the Finance industries. More details can be found on the official website: chicorywealth.com.
The headquarters of Chicory Wealth are located in Decatur, United States.
You can contact Chicory Wealth by phone at +1 404 294 5917.
Chicory Wealth currently employs 10-50 people.
Well-known competitors of Chicory Wealth include LifeSteps Financial and Ruedi Wealth Management.
