Join Us
Join Us

Website Settings

Married couple sitting at a desk with a financial advisor looking at a computer screen.

Human Investing

Investing | Planning | Retirement

Logo for Human Investing.

Wealth Management

Everything we do at Rivermark is guided by our commitment to our members' needs and interests. Your financial well-being is our top priority, and we are excited to have partnered with Human Investing as our wealth management partner!

Let us know a little bit about you and schedule a time with a member advisor. Or feel free to call us at 503.905.3108.

Get Started Wealth Management Get Started Get Started Wealth Management Get on the Calendar

Why Human Investing?

We thoughtfully selected a wealth management partner that would serve our members well and be a trusted advisor.  We believe we have found that in Human Investing. Here’s why:

  • Shared values: We have built our partnership with the intention to serve all members. Some advisors require members to have a minimum amount of assets to work together. Human Investing is dedicated to serving the financial pursuits of all people, from members who are just getting started to those with substantial wealth.

  • Investment philosophy alignment: Human Investing’s custom low cost, broad diversification strategies are practical and effective for the average retail investor.

  • Accessibility: Advisors are available to meet with members virtually or in branch, something we feel is important for building a strong working relationship.

Trusted By Many

Manage over $1.6 billion in total assets and serve over 1,000 families in the Northwest.

A Fiduciary

Legally bound to act in clients' best interest; many claim this, but only 2% of firms deliver on it.

Team of Experts

CFPs for Planning
CFAs for Portfolio Management
CPAs in Tax Management

Retirement Savings Options

Woman talking on the phone leaning over her desk to look at her computer.

Roth IRA

Roth IRAs are a powerful retirement savings tool that have several unique benefits. Watch our recorded webinar and open an account today.

Learn More
Father pushing his son around in a box in their kitchen.

Traditional IRA

IRAs are a great retirement savings tool that can compliment what you’re doing or be a foundation if you’re just getting started. Open an account today.

Learn More
Hipster man cutting his clients hair in a barber shop.

Self-Employed Plans

Self Employed individuals have a variety of options to consider for retirement savings. Learn more and meet with an advisor today.

Learn More
Woman holding a pencil and writing on a sticky note that is on her bulletin board.

401k Rollover

What happens to your company retirement account when you no longer work there? Did you know you can independently manage it?

Learn More

Your Human Investing Team

  • Amber Jones with Human Investing.

    Amber Jones

    CPA

  • Drayton Carlberg with Human Investing.

    Drayton Carlberg

    CFP®

  • Robin Donovan with Human Investing.

    Robin Donovan

  • Kristin Morris with Human Investing,

    Kristin Morris

rivermark@humaninvesting.com
 503.905.3108
 
 

Investment Advisory Services are offered through HUMAN INVESTING, in association with RIVERMARK COMMUNITY CREDIT UNION. The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY THE CREDIT UNION OR ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.

You are being referred to Human Investing (HI) by Rivermark Community Credit Union (Rivermark), a Promoter of Human Investing. Human Investing is an SEC-registered investment adviser. Rivermark will receive compensation from HI if you engage HI for advisory services. Rivermark receives twenty-five percent (25%) of all revenue in excess of $250,000 per year paid to Human Investing by referred Rivermark member-clients. Due to this compensation arrangement, Rivermark has an incentive to recommend HI over other providers of financial services, which is a conflict of interest. You will not be charged any additional fees or incur any additional costs for being referred to HI by Rivermark. Rivermark may promote and/or may advertise HI’s investment adviser services and may offer independent analysis and reviews of HI’s services. HI and Rivermark are not under common ownership or otherwise related entities.