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Maller Wealth Advisors ranked among top corporate philanthropists

Posted July 18, 2019

Maller Wealth Advisors ranked among top corporate philanthropists

HUNT VALLEY, Md.—Maller Wealth Advisors, a full-service financial planning and investment management company, ranked on the Baltimore Business Journal’s list of top 25 corporate philanthropists based on Baltimore-area cash donations in 2018.

“We’re surrounded by people in need, and that recognition drives one of our most important values at MWA, giving back to the community in Baltimore and beyond,” said Peter Maller, president of Maller Wealth Advisors. “Giving back—through time and money—is woven into our culture, and we’re proud to work as a team to help those in need.”

Maller Wealth Advisors donated $47,602 to charitable organizations in 2018, including $29,727 to organizations in the Baltimore area, and staff volunteered 200 hours of company time. Team members take turns picking a charity to serve at every six months and most recently volunteered at Olivia’s House, a grief and loss center for children in York, Pennsylvania.

Last year, Maller Wealth Advisors visited the Helping Up Mission in Baltimore, where team members toured the homeless shelter’s facilities, prepared and served meals to residents and provided clothing and toiletry items. MWA also supports educational causes, including African Angels Independent School in South Africa and Garrison Forest School in Owings Mills, Maryland.

Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a preeminent national investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, MWA helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. Learn more about Maller Wealth Advisors at our new website www.MallerWealthAdvisors.com.

Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp. CRN-2639589-071119