About our firm

Experienced, reputable financial planners rooted in family and financial well-being.

At Chichester Financial Group LLC, we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.

Our Mission:

We strive to help individuals and families achieve peace of mind through the attainment of their financial goals and objectives. We forge mutually beneficial and long-term relationships with our clients based upon our philosophy to “serve first.” Our client’s achievement of their vision is always paramount.

Our Vision:

To be valued as an essential partner by those who value comprehensive, cross-disciplinary analysis. Through this, we aim to identify and implement strategies that assist our clients in the achievement of their goals.

Our Purpose:

We are a sophisticated and complete financial planning services organization. We provide high-value, cross-disciplinary consultation for our clients, their families, and their businesses. We pursue our role as “advisors” with a high degree of integrity, skill, and knowledge – accessing expertise with efficient systems, processes, and creative ideas to deliver a lasting experience.

Our Values:

Partnership: We are committed to working as partners with our clients’ advisors; our clients want to create relationships and solutions that endure.

Passionate About Our Profession: We are energetic, enthusiastic, and caring. We are committed to our clients and each other.

Best Listening & Learning: We are committed to immersing ourselves in our clients’ world so our perspective is sound, reflects their vision, and our counsel is highly regarded.

Best Execution: We provide our clients with comprehensive alternative strategies, thorough explanations, and execution by implementing their agreed upon action steps.

Innovative & Creative: We use our unique financial planning expertise and our inherent curiosity to search for new and better ways to achieve our clients’ goals.

Ethical & Responsible: We operate ethically and with integrity, respect, and civility as individuals and take personal responsibility for our own actions at all times.

Dedicated to Our People: We work diligently to attract, grow, and retain the best people. We are dedicated to long-term, rewarding, and fulfilling professional careers that provide challenging opportunities. We believe that people who are treated with respect and given responsibility, in return, develop their own strengths and give their best efforts consistently.

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.