Chartwell recently celebrated our annual summer charity day! Our entire team spent time at Feed My Starving Children.

ESOP & ERISA

We are dedicated to providing logical, clear, and defensible ESOP valuations.

Our expertise is evidenced by relationships with hundreds of ESOP clients across the country. For over 25 years, clients in a wide range of industries have trusted Chartwell opinions of fair market value for ESOP and ERISA compliance.

Areas of Expertise

  • Annual valuations
  • ESOP transactions
  • Trustee advisory
  • Employer stock held in 401(k) plans
  • Other ERISA benefit plans

Select Experience

From the Experts


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