Chartwell

Chartwell is a financial advisory firm recognized for its work with employee stock ownership plans (ESOPs) and ERISA-related valuations. For more than 25 years, Chartwell has provided logical, clear, and defensible ESOP valuations to hundreds of clients across a wide range of industries. Its services span annual valuations, ESOP transactions, trustee advisory, and valuations for employer stock held in 401(k) and other ERISA benefit plans. By focusing on fair market value opinions that withstand regulatory scrutiny, Chartwell supports companies, trustees, and fiduciaries in fulfilling their responsibilities to plan participants. The firm’s depth of experience in ESOP and ERISA engagements makes it a valuable partner to closely held and professional services firms exploring or managing employee ownership.
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