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Heise Advisory Group Giving Back

As a local, family-owned independent financial firm, we strongly believe in giving back to the community.

Families for Families

Giving back to the community 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 Angels’ 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.


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.

As a wish granter, Lori Heise 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.

Angels' Arms

The mission of Angels’ Arms 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.

Heise Advisory Group is a family firm, and Angels’ Arms’ mission directly aligns with our 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.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 314.909.1116.

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