Ten financial firms from nine different states across the country are being recognized as “Charitable Champions” for going above and beyond in giving back to their communities.
The Invest in Others Charitable Foundation announced today its list of 2024 Charitable Champions, an annual accolade that calls attention to the efforts of firms that actively promote a culture of philanthropy among their advisors and employees.
“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 2024 Charitable Champions (in alphabetical order) are:
Cain Watters & Associates of Frisco, TX
• Employees: 307
• Top Executive: Dan Wicker, Managing Partner
• Philanthropic Stats: $112,840 in cash contributions; 16 VTO hours offered each year; 832 volunteer hours completed for philanthropic programs and events offered by the firm.
Cassaday & Co., McLean, VA
• Employees: 85
• Top Executive: Stephan Q. Cassaday, Chairman & CEO
• Philanthropic Stats: Employee Fund donations matched at 200% by CEO; 16 VTO hours offered each year; 78% of employees participate in philanthropic programs and events offered by firm.
Creative Planning, Overland Park, KS
• Employees: 2,193
• Top Executive: Peter Mallouk, President and CEO
• Philanthropic Stats: $786,000 in cash contributions; over 7,000 volunteer hours completed for philanthropic programs and events offered by the firm; 100% of employees participate in philanthropic programs and events offered by the firm.
DSF Wealth Management Group LLC, Bridgeville, PA
• Employees: 22
• Top Executive: Ryan Franks
• Philanthropic Stats: $300,000 in cash contributions; 300 volunteer hours completed for philanthropic programs and events offered by the firm; $10,000 matching gift program.
Hammond Iles Wealth Advisors, Wethersfield, CT
• Employees: 10
• Top Executive: Greg Hammond, CFP, CPA – Chief Executive Officer
• Philanthropic Stats: $2,000 matching gift program; 400 volunteer hours completed for philanthropic programs and events offered by the firm; 16 VTO hours offered each year.
IronBridge Wealth Counsel, LLC, Austin, TX
• Employees: 40
• Top Executive: Shane Morrow, CEO & Managing Partner
• Philanthropic Stats: 2,259 volunteer hours completed for philanthropic programs and events offered by the firm; average of 57 volunteer hours per employee a year; 100% employee participation in philanthropic programs and events offered by the firm.
North Star Resource Group, Minneapolis, MN
• Employees: 383
• Top Executive: Ed Deutschlander, CEO
• Philanthropic Stats: $442,000 in cash contributions; 8 VTO hours offered per year; $500 matching gift program.
Parcion Private Wealth, Bellevue, WA
• Employees: 28
• Top Executive: Terry Cook, CEO and Managing Principal
• Philanthropic Stats: 280 total employee volunteer hours; 75% employees participate in philanthropic programs and activities; $1,000 matching gift program.
Pickler Wealth Advisors, Collierville, TN
• Employees: 12
• Top Executive: David Pickler, President and CEO
• Philanthropic Stats: $250,000 in cash contributions; Unlimited VTO offered each year; 100% of employees participate in philanthropic programs and events offered by the firm.
Savage and Associates, Maumee, OH
• Employees: 169
• Top Executive: J.R. Toland, president and CEO
• Philanthropic Stats: $233,850 in cash contributions; 3,810 volunteer hours completed for philanthropic programs and events; 75% of employees participate in philanthropic programs and events offered by the firm.
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.
The Invest in Others 501(c)(3) Charitable Foundation aims to amplify, celebrate, and inspire the charitable work of the financial services community. 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. Invest in Others gratefully acknowledges the generosity of Fidelity Investments as its 2024 Presenting Sponsor.
To learn more about Charitable Champions and see detailed information about this year’s recipients, visit https://www.investinothers.org/charitable-champions/.
SEE ALSO:
• Supporting Accessibility in Retirement Planning
• Peter Mallouk Launches Financial Education Center in Low Income Area
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
