About Us

^{What We Do}
A Team Dedicated
To Your Success

Philanthropy Financial is dedicated to serving the unique needs of Non-Profit 501(c)3s, their Board members and their employees. We work with every aspect of NGO operations and the challenges you face. What sets us apart from the crowd? Nonprofit Management is not a "part" of our business...IT IS OUR ONLY BUSINESS! Let us push your organization to maximum achievement. Focus on growing your organization. Let us manage the Fiduciary responsibilities of investing and financial management for your organization and your people.

Our Values

Philanthropy Financial offers fiduciary consulting and investment experience to charities, foundations and endowments. We have more than one hundred years of combined experience creating, running, working with and serving on non-profit investment committees, Boards and even as Executive Directors. Our depth of experience allows us to better understand the dynamics and challenges associated with the balancing of fiduciary responsibilities and your organization’s core mission.

Learn More

^{Our Team}
Meet Your Advisors

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.