Giving Back

As a local, family owned  independent financial firm, we strongly believe in giving back to the community. It is a small, but significant way of showing our appreciation for helping us achieve our small business dream. Two of the most prominent charities we support are Make A Wish and Angel’s Arms.

To learn more about these organizations or how you can help us make a bigger impact on the lives of those who need it most, please give us a call today at 314.909.1116.

Make A Wish

Our team at Heise Advisory Group hosts an annual trivia night to benefit Make A Wish. For the past few years we have raised enough to grant at least one wish each year and in April 2017, we put together a team for the Walk For Wishes and raised just shy of $9,000 — nearly enough to grant two wishes.

Lori Heise is a wish granter and personally works with Make- A -Wish Missouri to help grant the wishes of children with life -threatening medical conditions to enrich the human experience with hope, strength and joy.

Angel’s Arms

Angels’ Arms mission is to provide and support loving homes for foster children by keeping brothers and sisters together within a nurturing family until a forever home is found.

As a family firm, this mission directly aligns with Heise Advisory Group’s family values. In the past, we proudly sponsored a golf tournament to help raise funds for Angels Arms, and we look forward to adopting a family this holiday season to provide gifts and whatever else the family might need.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Families for Families