Community Involvement

As financial planners, we focus each day on coaching and leading clients.  Consistent with our firm's culture, we like to support the local communities we all call home.

We continue to be a proud sponsor of the Strive organization and events such as their annual V5k!

This annual tradition is an opportunity to complete a 5K and help Strive raise critical funds to support their programming! 

Many of our team and clients (including a few dogs) enjoy the event along with participants around the world!

Strive, based in Wilmington, Delaware, is a non-profit organization dedicated to character-driven leadership development. Through a robust scholarship program, Strive leads the way in developing character leaders in underserved communities. With a focus on high school and collegiate athletes and their coaches, Strive sharpens teams’ power and impact through teaching winning leadership and culture-building strategies that extend into life. Strive offers a research-based, customizable curriculum that begins with self-knowledge, moves into culture creation, and ultimately instills the habit of rigorous leadership practice in its program participants. Strive believes that when you find the best in yourself, you inspire the best in those around you. That's great leadership.

You can check out Strive here!

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Given our deep knowledge of our clients' interests, we continue to be inspired by the many great initiatives and charitable organizations where our clients invest their time volunteering and enjoy extending our support.  Other samples include:

Sponsoring the Kennett Run. This race is organized by The Kennett Run Charities Board and provides more than $45,000 in grants to local nonprofit organizations every year.  All of the proceeds from the race go directly back into the community. You can find out more about the race at www.kennettrun.net.  In 2019, our team included several local clients who "ran like it was 1989" in the pursuit of health and wellness!

Supporting the Urban Bike Project which has been helping Wilmington communities by providing access to bicycling as a healthy, affordable, and practical means of transportation and recreation. We've donated to the Urban Bike Project for each client in attendance at certain events, and proud of our resulting firm donation and client participation in donating their used bikes to the organization. 

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A September afternoon watching the Philadelphia Union soccer team, from the wonderful Stadium Club within Talen Stadium to see a fun soccer match against the scenic backdrop of the Delaware River. 

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A Philadelphia Union Client Event

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A Night at the Blue Rocks Client Event where we once again supported the Delaware Breast Cancer Coalition in the fight against cancer during a fun trip to the ballpark.

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Rocky stopped in to say hello and pose for a picture with some fans!

The Blue Rocks, after a long hot summer night, finally won in the 13th and a few of our die-hard clients were able to take home the special one-and-only breast cancer awareness jersey worn and autographed by their favorite new Blue Rock star, Walker Sheller #31!