Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expe...