For Professionals

Community involvement isn't something we schedule around client work — it's built into how team members are encouraged to spend their time. From board seats to weekend cleanups, our people show up because the community's success and our own are the same story.

How we show up

  • Paid volunteer time

    Team members are given dedicated paid hours each year specifically to volunteer with the causes and organizations that matter to them.

  • Board and committee service

    Team members regularly serve on the boards of local nonprofits, bringing financial and governance expertise to organizations that need it.

  • Philanthropic giving, matched

    We match team member charitable donations and direct firm giving toward organizations focused on economic opportunity, education and family stability.

  • Financial literacy in the community

    Our advisors regularly lead free financial literacy sessions for students, first-time savers and community groups, at no cost and with no sales pitch attached.

Get in touch
900+ Volunteer hours a year
60+ Nonprofit boards served
150+ Team members giving back
100% Charitable gifts matched

Where our time and support go.

Focus Areas

Our community involvement is organized loosely around a few areas where we think our team can make the most difference.

  • Free workshops on budgeting, saving and credit for students and first-time earners, offered with no sales pitch attached.
  • Partnerships with local schools to bring financial education into the classroom.
  • Scholarship support for students pursuing degrees in finance, accounting or related fields.
  • Volunteer partnerships with organizations building and rehabilitating affordable housing.
  • Grants directed toward nonprofits focused on job training and small business support.
  • Pro bono financial guidance offered through community partner organizations.
  • Annual giving campaigns supporting local food banks, shelters and health services.
  • Team volunteer days at community health and family service organizations.
  • Matching gifts for team members' individual donations to causes in this space.
  • Sponsorship support for local arts organizations and cultural institutions.
  • Board service from team members at civic and cultural nonprofits across our communities.
  • Support for events that bring neighbors together, from neighborhood cleanups to community festivals.

The guidance you need to head confidently toward tomorrow.

Get started