CHADWICK FINANCIAL

Overview

Chadwick Financial is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm operates as both an adviser and an insurance broker, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. As a capital allocator, Chadwick Financial places client assets with third-party managers when appropriate rather than relying solely on in‑house strategies. Investment activity skews toward liquid, exchange‑traded instruments and traditional insurance products. The adviser does not position itself as an active ESG investor and maintains a single‑state footprint. Its business model emphasizes client-directed relationships: the firm provides advice and manages allocation recommendations but appears to hold client assets on a non‑discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices