# Chb Investment Group, LLC
Source: https://planprovider.pro/provider/chb-investment-group-llc

> Along the Delaware River in New Hope, Pennsylvania—within the greater Philadelphia area—CHB Investment Group, LLC is a fee-only Registered Investment Advisor…

Retirement Plan Advisor

New Hope, PA

## 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/](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

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