This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership.

Guest

Max Kulyk CEO and Founder Chicory Wealth with ~$860M in AUM

Company

Chicory Wealth

Website

https://chicorywealth.com/

Max Bio

My main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. I started in the financial industry in 2002 and opened Maggie Kulyk and Associates soon after. In 2018 this business became Chicory Wealth, a fee-only financial life planning and sustainable wealth management firm.

I have a BA in political philosophy from West Chester (Pennsylvania) State University and an MDiv from Candler School of Theology at Emory, finishing ABD from the Graduate School of Religion at Emory. I’m a CRPC® (Chartered Retirement Planning CounselorSM), a Chartered SRI Counselor™, and a member of the Financial Planning Association.

I’m also the author of Integrating Money and Meaning: Practices for a Heart-Centered Life.

I’m married to Dr. Wendy Farley, professor of Christian spirituality and director of the Christian Spirituality Program at San Francisco Theological Seminary, and we have four children: Joanna, Scotty, Paul, and Yana, and one grandchild, Liv. My constant companion is a coton de tulear named Teddy.

A balanced life for me includes pickleball, beer, time with my beloved family and friends, and hanging out on Orcas Island, Washington.

Chicory Orgin

Chicory Wealth is a fee-only private wealth advisory practice with the aim of helping our clients “integrate money and meaning.” We provide financial life planning and socially conscious investing to individuals and nonprofit organizations across the country. With a background in business and religious studies, Maggie Kulyk opened the practice as Maggie Kulyk and Associates in Decatur, Georgia, in 2002, and it became Chicory Wealth in 2018. We are a national, all-virtual business, with a mailing address in Decatur, Georgia.