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.

In 2018, we had the opportunity to support Gleaner’s Food Bank of Central Indiana, The Ronald McDonald House of Central Indiana, School on Wheels and the Julian Center and in 2019,  Trust Mentors and Gleaner's Food Bank of Central Indiana through:

  • Financial Support

  • On-site Volunteering

  • In-kind Donations


In 2020, CSi Advisory launched a partnership with Invest in Girls, the Indiana Council for Economic Education and Ben Davis High School to bring the Invest in Girls club to the high school.  This interactive program provides financial skills and tools to high school girls and shares the possible Finance careers available to them.  We are excited about this partnership and are looking forward to connecting with the Ben Davis students.  

For more information about the Invest in Girls program, please visit  

CSi Advisory Services and LPL Financial are separate entities from Invest in Girls, Indiana Council for Economic Education and Ben Davis High School. 

900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256


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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.