Waller Financial Planning Group Community Involvement
Larry Waller began Waller Financial Planning Group, Inc. with the intent of improving the lives of those in his community, not just by providing sound financial advice, but also by providing time and energy to those in need. This passion for the greater good remains a core principle for our firm and many of the clients in which we serve. Our staff is inspired by the compassion and generosity of our clients, and these acts of kindness remind us of the purpose of our service.
In recognition of our founder, staff, and clients, Waller Financial Planning Group established a Donor Advised Fund to support non-profit organizations in the community. Grants from the Donor Advised Fund are directed from our staff to charities that we relentlessly support, and organizations that are instrumental to the lives of our clients. It is our pleasure to do our part in improving the community in which we live and serve.
The inspirational stories of our clients compelled us to share them. Our annual client appreciation event, Odysseus Awards, recognizes those clients who have impacted the lives of others. The event allows an opportunity for our staff, clients, and their guests to celebrate and reflect on the impact our clients have made in the community.