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.

Project Backpack

July 9th - August 27th

Started in October 1999, Project Backpack was created solely with the mission to help children in the St. Louis area. The children served are the silent victims of domestic violence. Our organization provides emergency services by furnishing area police departments, social service agencies, domestic violence shelters and Department of Family Services workers with backpacks for children who are removed from their homes usually with nothing but the clothes on their backs.

The backpacks are age and gender appropriate and make the transition from crises situations to foster homes more tolerable. Often this is all the children will have with them for quite some time. These backpacks are filled with necessary items such as sleep tees; socks; a variety of toiletries; school supplies such as paper, crayons and pencils; games; books; and stuffed toys.



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.



How prepared are you for retirement?
The Checklist Challenge will tell us.

When it comes to your retirement, you don’t want to leave anything to chance. We don’t want you to, either.

Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned. Together we will examine:

  • Whether you’re taking an appropriate level of risk

  • How your assets and liabilities stack up

  • What gaps you may have in your current plan

Together let’s rise to the challenge — starting today!

Ready to Take The Next Step?

For more information about any of the services or products listed, choose a time to come into the office and speak with one of our advisors, or register to attend one of our upcoming events.

Or give us a call at 314.909.1116.