As financial planners, we know that investing in our community yields incredible returns.

Salem is where we love to live, work and play. We are proud to partner with several area organizations that invest in the education, welfare and cultural enrichment of our community. Aside from hands-on volunteer efforts from each of our team members, we were privileged to give away over $30,000 last year to worthy causes. We hope you’ll take the time to explore and support these hardworking organizations that make our city so wonderful: