Going above and beyond

Thank you for your interest in Advisors Excel and our charitable giving.


Children & Education






Financial Literacy

Making a difference

As a company, Advisors Excel contributes financially to a variety of causes and organizations each year, but we’re committed to being more than a financial benefactor. We seek to help by deploying our greatest resource, the more than 400 staff members who make up Advisors Excel.

Each quarter, every member of Advisors Excel spends one afternoon volunteering in our community, helping to advance the causes and organizations dedicated to any of the four key pillars that make up our community engagement efforts, Children and Education, Poverty, Hunger and Financial Literacy.

"The best thing for a company to do is to invest in the youth. Thank you so much for investing in me and my peers. We really appreciate it, and we hope you continue your partnership.”

D’Andre Phillips, Former Highland Park High School Student

Advisors Excel started a new holiday tradition in 2015, partnering with local television station WIBW to grant one wish a day for each day between Thanksgiving and Christmas to members of the Topeka community in need.

In 2015, Advisors Excel committed $500,000 toward the nation’s domestic hunger-relief efforts, helping provide 5 million meals across the country over the next five years.

Each year at our signature World Series of Sales event, we join with our top clients to give back and share our financial resources with one deserving organization. Since 2009, we’ve been able to raise more than $1.5 million to help incredible charities and amazing organizations around the country, including The V Foundation for Cancer Research, the Special Operations Warrior Foundation, Payton’s “Play It Forward” Foundation, the Make-A-Wish Foundation® and the United Service Organizations.