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.
One of the greatest gifts we can give is an investment into our community. We are blessed to work with many wonderful people who have inspired us to make a difference. Service to others is an essential part of what we do every day; connect with clients and work with people in the community to better the community.
Since 2014, we began our initiative to make a mark in our community by creating Make a Difference Day. Every year, we spend a day giving back and paying it forward. Make a Difference Day events are important because it allows our staff and clients to unite in a common cause of investing in our community.
It’s important for our staff to work in the community in which we serve. Make a Difference Days are about connecting with our staff and our clients. It’s an excellent way for us to team build and have fun while serving our community. It also allows us to leverage our individual skill sets while making something better. Our staff and advisors especially enjoy these events because it lets them to work with our clients on a more personal level.
The Furniture Bank has helped 65,000+ families throughout Central Ohio. Watch how our team built 20 side tables and 7 bed frames.
The Breathing Association is a local independent lung health agency where they provide services to the underserved and underinsured. They were in the process of moving buildings and needed help cleaning a few storage rooms. Our team of staff and volunteers were happy to help.
Dress for Success Columbus empowers women to achieve economic independence by providing a network of support, professional attire, and the career development tools to help women thrive in work and life. Our team helped prepare donation items and prepare clothes for the fitting room.
Furniture with a Heart is a social enterprise thrift store operation that supports families in Central Ohio. Our clients and staff helped organize donation items and built furniture. Here is what we accomplished.