1. Financial Literacy
We partner with community organizations that offer financial education. Our team members provide awareness, context, and tangible examples to help educate the next generation about how to establish a solid financial foundation.
Investing in our community by putting our values into action.
Making a difference in the lives of others is why we do what we do. And while the majority of our work is helping our clients find financial peace, we also see the greater community impact each of us is able to make. At Allium, this is manifested in three ways:
We partner with community organizations that offer financial education. Our team members provide awareness, context, and tangible examples to help educate the next generation about how to establish a solid financial foundation.
Giving can be a proactive strategy. We partner with our clients to identify their goals for giving and help drive their gifting potential every year. We’re proud to have some of the most charitable clients in the Pacific Northwest.
The more we learn about you, the easier we can connect you to like-minded philanthropic organizations and other donors that fit your vision for giving. When it comes to community impact, connections are what lead to lasting change.
Beth Burns
Executive Director & Co-Founder, p:ear
In regard to the testimonial and/or endorsement for Allium:
(i) the individual providing the testimonial and/or endorsement may or may not be a client; (ii) the individual has not been compensated; and (iii) does not pose any material conflicts of interest or impact the relationship between the person giving the testimonial and/or endorsement and the adviser.
Allium Financial Advisors ©2022