Together in the Community
Don’t miss an upcoming event!
We Believe in the Ripple Effect
An understanding that together we are greater than the sum of our parts and a knowing that small, positive actions can make an impact on those around us.
We envision a community where every person has the resources and information needed to live their best life.
Sign Up for a Free Financial Planning Day
We’re inviting the community to meet with a Certified Financial Planner® to get answers to questions about personal finances.
Each month, January through October, we dedicate the 4th Wednesday (9:00 am – 6:00 pm) to providing 30-minute free financial planning advice to any community member who is interested.
These complimentary 1:1 sessions with a financial planner are for individuals or couples who would like to discuss budgeting, paying off debt, maximizing income, planning for a child’s education, or other financial topics.
Schedule your 30-minute Zoom or in-person session held at our office in downtown Vancouver.
Join Us for an Upcoming Event
Whether it’s volunteering in the community or attending one of our educational Ripple Events, let’s come together and connect in 2026!
2026 Investing Trends
Wednesday, February 11
7:30 a.m. – 8:30 a.m.
As investors, it’s easy to feel pulled in many directions by headlines, market noise, and the latest investment trends. Yet successful investing remains grounded in discipline, diversification, and a long-term perspective.
At our 2026 Investing Trends Ripple Event, guest speaker Jon Nicolazzo from Capital Group will share insights on the global economic landscape and emerging investment trends. Together, we’ll explore what the year ahead may hold for U.S. stocks, global equities, and bonds—and how long-term investors can stay positioned for opportunity.
Wednesday, February 11, 2026
7:30 a.m. – 8:30 a.m.
In-Person or via Zoom
College Day
Friday, February 27
10:00 a.m. – 3:30 p.m.
Do you have a student studying finance? Each year, we host a College Day where we invite students from local colleges and universities to visit our office and learn what it’s like to work at a financial planning firm.
Students will learn about the different entry points into a career in financial services, including investments and portfolio management. They will also gain insight into our culture, shared values, and commitment to community involvement.
All attendees will have the opportunity to speak with each of our planners and other core team members.
Friday, February 27
10:00 a.m. – 3:30 p.m.
Inspire HER Conference
Thursday, March 12
Downtown Vancouver Hilton
We are the premier sponsors of this years Inspire HER conference! The Greater Vancouver Chamber hosts this annual event dedicated to celebrating and advancing professional women. This event focuses on inclusivity and growth, and is open to professionals of all levels and anyone who wishes to attend.
The Inspire HER Conference is an empowering day-long event designed to inspire, educate, and connect attendees from diverse backgrounds. It features a keynote speaker, panel discussions, breakout sessions, and networking opportunities to foster personal and professional growth.
Thursday, March 12
8:00 a.m. – 4:00 p.m.
Our Guideposts for Giving
Over the years, our giving has become more strategic as we’ve built partnerships with local nonprofits and honed our commitment as a company. We’ve developed four philanthropic guideposts that help direct our community investment work: Financial Empowerment, Community Enhancement, Empowerment through Leadership, and Programs for Positive Change.
Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive
Change
Read Our Community Impact Report
Learn about some of the ripples of positive impact we made together in 2024.
It’s Possible
When we participate in and support our communities, it’s possible for us to leave them better than we found them. And when we work together, it’s possible to create something better than any one of us could do alone.
Directed by our guideposts, our giving falls into three main categories: Nonprofit Support & Sponsorship, Financial Empowerment, and CommUNITY Hours.
Nonprofit Support & Sponsorship
Each year, we dedicate a portion of our budget toward sponsoring and supporting local nonprofit activities that align with our Philanthropic Guideposts. Our Community Engagement Committee reviews requests twice each year:
- January Meeting: Requests for events and activities held February through August are reviewed and decided on. (Please submit your Request Form by January 20)
- July Meeting: Requests for events and activities held September through December are reviewed and decided on. (Please submit your Request Form by July 20)
Do you have a nonprofit event or activity you’d like us to know about? Please complete the Request Form.
Financial Empowerment
Workshops: Our Financial Planners, CPA’s, Enrolled Agents, and other team members dedicate time and talent to teaching financial education across our community. We’ve worked with high school students, young adults leaping into new careers, and older adults re-entering the workforce.
Are you interested in having one of our team members teach at your organization or school? Email our Director of Community Investments & Relationships, Megan Dixon.
CommUNITY Hours
Each year, our team members receive CommUNITY hours to invest back into the community in areas that are important to them. Often, team members participate in group-supported volunteer activities where their combined time and talent make a big impact.
Needing hands-on help or have a project where our team could dedicate their time?
Let us know about the project!
Corporate Support & Sponsorship Request Form
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Financial Empowerment
Community Enhancement
Leadership & Innovation
Positive Change
Partnerships
Through partnerships, we can create ripples of positive change.
Building community doesn’t happen overnight and we are actively building relationships with a number of organizations.
Here are several of our new partner organizations.
Have ideas for a community partnership?
We’d love to hear them.
