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Industry Spotlight > Advisors

Invest in Others Names 'Charitable Champions' of 2022

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The Invest in Others Charitable Foundation is recognizing 10 financial advisory firms for their support of local communities and promoting philanthropy within their organizations.

Collectively, this year’s Charitable Champions raised close to $2.1 million and donated about 20,750 volunteer hours through their community-focused efforts in 2021.

The group was selected recently by a panel of financial advisors, who reviewed submissions based on factors such as the firms’ employee benefits, contributions to charitable causes, and the quality of their philanthropic events and programs.

“From environmental causes to financial literacy, animal welfare, medical research and support for youth and families, the 2022 Charitable Champions provided support to diverse nonprofits,” Invest in Others said in a statement.

This year’s winners, for instance, staged “a garden planting in support of a nonprofit that prepares organic meals for families facing health crises and community breakfasts for teens and young adults transitioning out of homelessness,” it added.

The 2022 Invest in Others Charitable Champions are:

  • Arkos Global Advisors of Houston;
  • Brighton Jones of Seattle;
  • Carson Group of Omaha, Nebraska;
  • Cary Stamp & Co. of Tequesta, Florida;
  • Cassaday & Co. Inc., of McLean, Virginia;
  • Hammond Iles Wealth Advisors of Wethersfield, Connecticut;
  • Pickler Wealth Advisors of Collierville, Tennessee;
  • Rise Private Wealth Management of Bedford, New Hampshire (affiliated with Ameriprise Financial);
  • Savage & Associates of Maumee, Ohio; and
  • Tolleson Wealth Management of Dallas.

“When companies prioritize giving back to their communities, it creates a culture that extends to all levels of the organization,” according to Megan McAuley, executive director and president of Invest in Others Charitable Foundation.

“We’re excited to recognize these 10 outstanding firms that have inspired their employees to give back,” she said. “Through their example, these Charitable Champions are proving that the financial industry can be a force for good.”


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