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Chloe McKee

Commonwealth Financial Group

Chloe McKee - Financial Planner, MA & NH

ABOUT HER

Hi, I’m Chloe! I’m a Boston-based financial planner specializing in helping high-earning women navigate major life transitions, build and protect their wealth, and create financial independence on their own terms.

I work with successful women, particularly executives or business owners and those navigating divorce, career transitions, and retirement, to turn financial complexity into clarity through personalized financial planning, investment management, and long-term wealth strategies.

As a first-generation college graduate and a woman building my business in a male-dominated field, I understand the importance of financial empowerment and having the right people in your corner. My approach is personal, collaborative, and judgment-free. I want every client to feel heard, understood, and confident about her future.

Outside of financial planning, I have a passion for fitness, fashion, entrepreneurship, and bringing people together. As co-lead of the Wellth Society South Shore Chapter, I love creating spaces where ambitious women can connect, collaborate, and empower one another. I believe building wealth goes beyond finances. It's about creating a life filled with purpose, meaningful relationships, and experiences you love.

My philosophy is simple: You've worked hard to build your success. Now let's make sure your money supports the life you want to live.

I'm drawn to people, not just portfolios, and I'd love to help you build your next chapter with confidence.

The Founder's Note

"Chloe is a breath of fresh air in the financial space! I love that she helps women make their financial success serve the life they want to live, with thoughtful support through major transitions like divorce, career changes and retirement. Her focus on turning financial complexity into clarity makes her such a meaningful addition."

- Olivia, Founder of The List

You'll love working with her if…

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    You’re a successful, driven woman who has worked hard to build the life you have and wants to be intentional about what comes next. You value independence, meaningful relationships, and having a trusted partner who sees the bigger picture beyond your finances.

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    You appreciate honest conversations, personalized guidance, and an advisor who makes complex financial decisions feel approachable. You want someone who will celebrate your wins, challenge you to think bigger, and help you turn your financial success into lasting freedom.

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    **Most importantly, you believe your money should support the life you want to live, not the other way around.**

now for the good stuff...

Favorite way to unwind
I'm equal parts early-morning workout, overdressed for dinner, and always down for a perfectly crafted cocktail! I love a good sweat session, discovering a new restaurant, putting together an outfit for absolutely no reason, and hosting any excuse to bring my favorite people together. I'm a firm believer in working hard, romanticizing the little things, and never saving the good outfit or bottle of champagne for a special occasion. Life is meant to be lived, not just planned for!
Morning routine must-haves
A strong cup of coffee, a good workout, a killer outfit, and a little time to get my mindset right before the chaos begins! I love starting my mornings with movement, a plan for the day, and a playlist that makes getting ready feel like a main-character moment. Bonus points if I have enough time to actually enjoy my coffee before the emails start rolling in!
Current obsession
I’m a firm believer in overdressing, ordering the espresso martini, and always having fresh flowers in the house! Give me a good workout, a spontaneous weekend getaway, or an excuse to host my favorite people, and I’m in my element. I love a little luxury, a lot of laughter, and making even the most ordinary Tuesday feel like an occasion!
Favorite movie, show or podcast
I'm all about a good boss-lady movie like _The Devil Wears Prada_ or _The Intern_! For podcasts, give me Mel Robbins, Emma Grede, or _The Diary of a CEO_. I love anything that mixes ambition, entrepreneurship, wellness, relationships, and a little real-life girl talk. Bonus points if it leaves me feeling inspired to take on the world!

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