Each Veterans Day, we pause to honor the courage, sacrifice, and service of the men and women who have worn the nation’s uniform. We recognize not only their commitment to protecting our country but also the contributions they continue to make to our communities long after their military service ends.
We believe that service takes many forms. As we recognize Veterans Day, we’re also celebrating the financial advisors and organizations across the financial services industry who are giving back to those who have given so much.
Supporting Veterans Beyond Their Years of Service
For many veterans and military families, transitioning to civilian life brings new opportunities, but it can also present complex financial decisions. From navigating military retirement benefits and managing Thrift Savings Plan (TSP) accounts to understanding VA benefits, planning for a second career, and securing their families’ financial futures, veterans often face circumstances that require specialized knowledge and guidance.
Financial advisors can play a meaningful role in helping military families navigate these transitions with confidence. Beyond traditional financial planning, advisors can help veterans build financial resilience, understand their options, prepare for retirement, and create lasting financial security for themselves and their loved ones.
An Industry Committed to Giving Back
Across the financial services industry, firms, advisors, and nonprofit organizations are working to expand access to financial education and guidance for military families. Some financial advisory firms have developed specialized services for veterans and active-duty military personnel, recognizing that military service creates distinct financial planning needs.
Others support veterans through pro bono financial planning, charitable giving, volunteerism, and partnerships with organizations dedicated to helping former service members thrive.
These efforts reflect something we see every day: Financial advisors have an extraordinary capacity to make a difference, not only through the work they do for clients, but through the causes and communities they choose to support.
Supporting Those Who Served: The Impact of Invest in Others
At Invest in Others, we’ve seen firsthand how financial advisors turn their gratitude for our nation’s veterans into meaningful action. Over the years, through the charitable commitments of financial advisors and the support of our foundation, we’ve had the privilege of supporting nonprofit organizations dedicated to improving the lives of veterans, active-duty service members, and their families.
These organizations address a wide range of needs, from financial stability and housing assistance to mental health, community connection, and healing. Their work is a powerful reminder that honoring our veterans means continuing to support them long after their military service ends.
Among the organizations supported through Invest in Others are:
Dedicated to ensuring no veteran is left behind, Veterans Connected provides meaningful, hands-on assistance to veterans and their families facing difficult circumstances. From emergency financial support and home repairs to transportation assistance, advocacy, and community connections, the organization helps veterans overcome challenges and regain stability.
Easterseals Veterans Count | New Hampshire
Veterans Count provides critical assistance to service members, veterans, and their families throughout New Hampshire. Through individualized care coordination, emergency financial assistance, housing stabilization, employment support, and access to essential services, the organization helps military families navigate unexpected hardships and build a stronger future.
Recognizing the healing power of nature, Open Doors Outdoors creates opportunities for veterans, their families, and young people to reconnect, build community, and improve their well-being through outdoor experiences. From guided hikes to accessible outdoor adventures, the organization helps participants find connection, confidence, and healing beyond the traditional support setting.
Founded by veterans, The Sub Zero Mission is committed to helping veterans and others experiencing homelessness survive harsh winter conditions while working toward long-term stability. Through the distribution of essential warming supplies, direct outreach, and connections to housing and supportive services, the organization delivers both immediate assistance and a renewed sense of dignity and hope.
Together, these organizations illustrate the many ways charitable giving and volunteerism can make a lasting difference in the lives of those who have served.
We’re proud to celebrate the financial advisors whose generosity and dedication have helped support these important missions. Their commitment reflects the very heart of Invest in Others: growing the charitable impact of financial advisors and inspiring others across the industry to give back.
Financial Resources for Veterans and Military Families
Access to trusted financial guidance can make an important difference, particularly during the transition from military to civilian life. Fortunately, several programs offer financial education, counseling, and other resources specifically designed for service members, veterans, and their families.
Veterans Benefits Banking Program (VBBP) and VetCents
Through the U.S. Department of Veterans Affairs’ Veterans Benefits Banking Program, eligible veterans and beneficiaries can access banking resources and financial education. VetCents also connects eligible participants with financial counseling to help address budgeting, debt management, savings, and other financial priorities.
Learn more: https://www.benefits.va.gov/benefits/banking.asp
Military OneSource
Military OneSource provides free financial counseling and educational resources for eligible service members and military families. Services cover budgeting, debt management, financial planning, and navigating financial transitions associated with military life.
Learn more: https://www.militaryonesource.mil
VA Beneficiary Financial Counseling
The Department of Veterans Affairs offers financial counseling resources for eligible beneficiaries of VA life insurance programs, helping families make informed decisions about managing insurance proceeds and planning for the future.
Learn more: https://www.va.gov/life-insurance/
Foundation for Financial Planning
The Foundation for Financial Planning supports the delivery of pro bono financial planning to people facing financial challenges, including veterans and military families through participating nonprofit programs. Its work demonstrates how financial planning expertise can be used to create meaningful community impact.
Learn more: https://ffpprobono.org/
Growing the Impact of Service
At Invest in Others, our mission is to amplify, celebrate, and inspire the charitable work of financial advisors. We know that many advisors channel their passion for service into supporting veterans, military families, and the nonprofit organizations working on their behalf. Whether through financial education, mentorship, volunteerism, charitable contributions, or pro bono guidance, these efforts can help create opportunities and strengthen communities.
As we celebrate our 20th anniversary in 2026, we remain inspired by the generosity and commitment of financial advisors who continually find ways to turn professional expertise and personal passion into meaningful charitable impact.
This Veterans Day, we extend our deepest gratitude to all who have served, to the families who have supported them, and to the financial advisors and organizations helping veterans build brighter financial futures.
Their dedication reminds us that the spirit of service doesn’t end when a uniform comes off. It continues through the lives we touch, the communities we strengthen, and the opportunities we create for others.
