CHEN FINANCIAL GROUP, LLC

Overview

Chen Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator—placing client capital with outside managers when appropriate. Its advisory work emphasizes financial planning, selection of other advisers, educational seminars and workshops, and it lists pension consulting among its service offerings while not being designated as a pension consultant. Fee billing is handled through fixed fees and hourly charges. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

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