Financial Advisors in Philanthropy

Financial Advisors in Philanthropy

“Being recognized by Invest in Others brought awareness to my cause and let people know I was in it for all the right reasons. If you’re an advisor already doing great work, then this recognition is hands down the best one you can get.”

— Andy Seth, LotusGroup Advisors

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2016 Community Leadership Award Winners and Finalists

2016 Community Leadership Award Winners and Finalists New

This year’s finalists for the Community Leadership Awards are involved in a range of causes that collectively serve more than 4 million people annually. Together, the fifteen advisors have raised over $14 million in the past three years and spend an average of 30 hours per month volunteering to make a difference.

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The Community Leadership Awards Gala

The Community Leadership Awards Gala

The financial advisory industry comes together each year at the Invest in Others Community Leadership Awards Gala to celebrate the incredible ways that advisors and firms give back to their communities. The next gala will be celebrated on September 28th, 2017. Save the date!

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2016 Community Leadership Awards Sponsors

  • Our Mission

    Philanthropy

    The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms.

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  • Partnerships

    Charities

    Since our founding in 2006, Invest in Others has partnered with over 125 charities, representing a broad range of causes supported by individuals and firms in the industry.

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  • Leadership

    Board of Directors

    Our Board of Directors is comprised of senior executives from a diverse range of firms and organizations within the financial advisory industry, providing leadership and expertise as our organization continues to grow.

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