Chadwick Financial

Overview

Chadwick Financial is an independent registered investment adviser that serves primarily individual and family clients. The firm operates with a fee model based on a percentage of assets under management and also conducts insurance brokerage activity. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. The firm identifies as a capital allocator, directing client capital to external managers when appropriate, and is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices