Nearly four decades ago, David Pickler embarked on his career as a wealth advisor and attorney. For almost 40 years, our focus has been on delivering solutions for clients. While the Pickler Companies suite of professional firms has expanded and evolved over the years, one thing hasn’t changed: our commitment to honoring the twin pillars upon which we were founded. These twin pillars of Advisory Excellence and Community Engagement have guided our mission, vision, and values since our beginning and will continue to do so for many years to come.

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We exist to care for our clients. Caring for our clients means delivering solutions and solving problems day in and day out, and we truly believe this is what makes us significant. While it is great to be successful, it is far more important to be significant.

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As we have opened the door to a new year of hope, change, and empowerment, we think this is an important time to let our clients know who we are at the foundational level.

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The twin pillars of Advisory Excellence and Community Engagement are what we do on a daily basis. But our philanthropic approach is the daily expression of these values.

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And we are thrilled to introduce you to this dynamic approach: Engaged Philanthropy.

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Our success through client-service excellence has provided us with the unique opportunity to engage in profound ways with a variety of organizations over the years. Because we make a difference for our clients and their families, we are then able to make a difference in our community, state, and country. It is a harmonious relationship that makes a powerful impact in the world.

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You, our valued client, are the catalyst for our engaged philanthropy. Because of your support for our businesses, you have empowered us to pursue purpose and significance in our community.

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Being significant in the world is our why, and by paying it forward through Engaged Philanthropy, we are able to achieve a positive impact.

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Each month via email and social media, we will be highlighting an amazing organization that has moved us. These organizations have captivated us with their missions, stories, and impact, and we are proud to have played a small part in their success.

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We are always working to better the lives of our clients and community, not only finding impactful solutions for those in need, but also making the world a better place. It’s not about personal gain but, rather, dynamic altruism.

While the world is ever changing, our commitment to engage with our community and empower others will never waver.

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Together, we can change our world. Because of your support for our firm, we have been able to forge a mission and vision for Engaged Philanthropy. You are our heroes. You are the catalyst that has empowered our efforts. Thank you for the honor and opportunity to serve you and, as a result, our world.