Jump to navigation
Who We Serve
> Ownership Advisory
> ESOP RO & Sustainability
> Executive Comp & Benefits
> Capital Reserve Planning
> Mergers & Acquisitions
> Capital Markets
> Financial Restructuring
> Fairness Opinions
> Solvency Opinions
> Corporate Planning
> ESOP & ERISA
> Estate & Gift
> Equity Compensation
> Financial Reporting
Agriculture & Food and Beverage
Architecture & Engineering
Business & Consumer Services
Construction & Building Materials
Consumer Products & Retail
Healthcare & Life Sciences
Industrials & Manufacturing
Technology & Telecommunications
Transportation & Distribution
You are here
New Survey Shows ESOPs Provide Job Security
Recently released data from the General Social Survey shows convincing evidence that employees in the U.S. who have employee stock ownership were less likely to be laid off than employees without employee stock ownership.
Pro-ESOP Legislation Would Help More Working Americans Save for Retirement
Bipartisan bills in support of the creation and sustainability of ESOPs – especially for S corporation ESOPs – have been introduced in the House and Senate. Chartwell is excited to track the progress of this important legislation.
Chartwell Professionals to Attend The ESOP Association Northwest Chapter June Event
Two Chartwell professionals are scheduled to attend the ESOP Communications & Culture Discussion on June 24, 2015 in Coeur d'Alene, Idaho, hosted by the Northwest Chapter of The ESOP Association.
Chartwell Professionals to Speak at The ESOP Association Minnesota/Dakotas 2015 Chapter Meeting
Three Chartwell professionals are scheduled to speak at The ESOP Association Minnesota/Dakotas Chapter Meeting on June 18 in Fargo, ND.
Matt Keene to Speak at the 2015 ACEC California Annual Conference
Matt Keene to speak on Engineering Compensation during the 2015 ACEC Annual Conference on May 11-13 in Sonoma, CA.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.