Who We Are

In 2009, we created our firm so that our certified expertise could be solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management firm, we do not sell products and we do not accept any commissions, allowing nothing to influence our independence and objectivity. As a result, our advice is always unbiased and free from conflicts of interest, and we look forward to putting our expertise to work for you.

 

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What is a Fiduciary?

Independent, Fee-Only, Fiduciary Wealth Management

Chacon Diaz & Di Virgilio is an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. Our firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.

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