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Celebrating Advisors Who Invest in Others

For 20 years, we have amplified, celebrated, and inspired the charitable work of financial advisors through our grants and awards.

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Financial Advisors and Wealth Managers

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Charities and Nonprofits

Learn more about our grant program’s impact over 20 years.

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Grants awarded since 2007

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Financial advisors recognized

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Nonprofits supported

Success Story

Empowering Young Women Through Community Support

The mission of Queen Academy, Inc. is to transform the lives of young women in the foster care and alternative education setting. A 2024 Invest in Others grant supported its REGAL Summer Camp, which serves girls between the ages of 11-17 who are in the custody of the Georgia Dept. of Children & Family Services in the metro Atlanta area.

Pedaling Toward Purpose A 545-Mile Ride That Changed Everything

One of the things I love about Invest in Others is how they highlight the important nonprofit work that financial advisors do. My hope is that the organization will continue to serve underserved communities and that more minorities, women, and people of color become advisors.

In a time where our country is so divided, it is crucial that we keep recognizing the incredible work that advisors do to uplift the communities around them that need help and that we continue to encourage advisors to keep paying it forward.

LaTika Tillis Presidio Wealth Partners

Ferdinand Garcia Osaic

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September 8, 2026

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Your support helps us amplify, celebrate, and inspire the charitable impact of financial advisors through grants and awards.

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Growing the Charitable Impact of Financial Advisors