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Welcome to Chancery Financial Advisors
Chancery Financial Advisors provides fiduciary, fee-based investment advice that helps individuals and organizations reach long-term goals. We use a planning and wealth management approach that helps to grow, protect and conserve wealth, while integrating clients' values and emotional needs. We often coordinate a strategy with clients' attorneys and CPAs to cover estate planning needs and implement tax strategies. Our clients - business owners, employees and non-profits - rely on us for help with retirement, investment and education planning, risk management and asset protection, and business planning.
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Whatever your goals, we can help get you there.
We are business owners that used to work in the corporate world; wherever you are - we understand! We cut through the hype and the short-term media focus to help you accumulate and enjoy your wealth. We do this by providing fiduciary-focused, independent, transparent advice.
