Ten Financial Advisory Firms Recognized for Going Above &
Beyond in Giving Back to Their Communities
BOSTON, Aug. 19,
2024 /PRNewswire/ -- The Invest in Others
Charitable Foundation ("Invest in Others") announced today that 10
financial advisory firms from across the country have been named to
its list of 2024 Charitable Champions. This annual accolade calls
attention to the efforts of firms that actively promote a culture
of philanthropy among their advisors and employees.
The 2024 Charitable Champions are:
- Cain Watters & Associates of
Frisco, TX
- Cassaday & Co., McLean,
VA
- Creative Planning, Overland Park,
KS
- DSF Wealth Management Group LLC, Bridgeville, PA
- Hammond Iles Wealth Advisors, Wethersfield, CT
- IronBridge Wealth Counsel, LLC, Austin, TX
- North Star Resource Group, Minneapolis, MN
- Parcion Private Wealth, Bellevue,
WA
- Pickler Wealth Advisors, Collierville, TN
- Savage and Associates, Maumee,
OH
"We are fortunate to be part of an industry with so many
professionals who are committed to giving back, and making a
positive impact on the communities where they and their clients
live and work," said R. Barkley Payne, Executive Director of Invest in Others
Charitable Foundation. "This year's Charitable Champions serve
as examples to us all on how to create a company culture that
emphasizes giving back, and volunteering time and effort to improve
their communities. We are proud to be able to bring peer
recognition to the causes that our Charitable Champions support,
and reward their advisors and employees for the good they have
done."
The Charitable Champions were blindly selected from among the
nominees based on criteria such as leadership and culture, events
and activities, incentives, contributions, and impact. All of the
firms have been in business for at least a year, have a minimum of
three employees in the U.S., are in good standing with state and
federal securities regulators, and provide direct financial advice
to households or organizations.
To learn more about Charitable Champions, please visit
https://www.investinothers.org/charitable-champions/.
Since 2007, Invest in Others has partnered with more than 750
charities, shared hundreds of inspirational stories and donated
over $6 million to a wide array of
causes, including health and wellness, education and youth
programs, arts and culture, hunger and poverty prevention,
military, and veterans and more.
About the Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation aims to
amplify, celebrate, and inspire the charitable work of the
financial services community. Invest in Others is a catalyst to
channel philanthropy and volunteerism to where it is needed
most.
For more information, visit investinothers.org or
follow Invest in Others
on Facebook, Instagram, LinkedIn, and X.
Media Contact:
Sabrina
Scarpa
JConnelly for Invest in Others
sscarpa@jconnelly.com | 973.309.0051
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SOURCE Invest in Others Charitable Foundation