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Giving Back

At CSi Advisory Services, we don't just help prepare individuals for their retirement and financial success. We are passionate about giving back to impact the Indiana community. Since 2018, we have supported the organizations listed below through financial support, on-site volunteering, in-kind donations, or a mix of all three!

Gleaners Food Bank of Indiana

Invest in Girls

Same As U

Trusted Mentors

The Julian Center

RMH_Central_Indiana_Program_logo_stacked

Ronald McDonald House Central Indiana

Bright Hope

Check out our service blog posts for a closer look at how we give back to our community:

CSi Service Day 2021

CSi Service Day 2021

A longstanding component of CSi's philanthropy model is the annual CSi Service Day. This dedicated day of service gets our team out of...

CSi Service Day 2020

CSi Service Day 2020

From serving on committees for developmental organizations within our industry, mentoring young women who are interested in finance at...

Kelli Davis & CSi Advisory Services Featured in PLANADVISER Magazine's "Advisers Giving Back" Series

Kelli Davis & CSi Advisory Services Featured in PLANADVISER Magazine's "Advisers Giving Back" Series

CSi’s Vice President of Retirement Plan Consulting, Kelli Davis, was featured in the July 2020 edition of PLANADVISER Magazine’s...

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