Located in Morgan Hills, California, Chaddock Fiduciary Services, LLC, is a state-licensed professional fiduciary and public benefits strategist. The company began operations in 1994 under the leadership of William Chaddock, the sole proprietor, a California-licensed fiduciary with an MBA from National University in San Diego. In addition to the company’s financial advisory offerings, Chaddock Fiduciary Services also provides a range of consulting services to California attorneys and their clients, with a focus on estate management and estate planning. The company maintains positive relationships with important industry groups, including the California Professional Fiduciaries Bureau.
As one of the state’s oldest and largest private firms, the company has developed a client base from multiple counties throughout California. The firm can act in many capacities, including administrator, executor, conservator, and trustee.
In addition to providing financial management support, Chaddock works with several philanthropic organizations. The company collaborates with numerous Christian community ministries, as well as Wounded Warriors.