About Chb Investment Group, LLC
<p>Along the Delaware River in New Hope, Pennsylvania—within the greater Philadelphia area—CHB Investment Group, LLC is a fee-only Registered Investment Advisor (RIA) that now works as part of the integrated team at CW Advisors.</p> <p>The firm reports $214.2 million in assets under management (AUM) as of 2026 and focuses on financial planning and portfolio management for individuals, including high-net-worth clients. As a fiduciary, CHB puts client interests first and builds wealth management plans around each client’s goals and circumstances.</p> <p>For retirement plan sponsors, CHB also provides 3(21) fiduciary support, working alongside plan committees on investment due diligence and ongoing monitoring. Being part of CW Advisors is a practical differentiator: clients keep the New Hope relationship while gaining access to a broader set of resources through the combined team.</p> <ul> <li>Fee-only RIA advisory services</li> <li>Financial planning for individuals and high-net-worth households</li> <li>Portfolio management</li> <li>3(21) fiduciary services for retirement plans (see <a href="/plan-advisors">plan advisors</a>)</li> </ul>
Website: https://www.cwadvisorsgroup.com/chb-welcome/
Office Locations
- New Hope, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $214.2M