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Human Investing®

Financial Planning and Investing for All People

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Human Investing

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!

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Human Investing would love to get to know you. You can call them at 503-905-3100, email them at access@humaninvesting.com, or schedule a free meeting with them today.

Schedule a Meeting

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: Their mission is to faithfully serve the financial pursuits of all people. Locally owned and operated since 2004, Human Investing prides itself on sharing Rivermark’s commitment to financial well-being and security.
  • Trusted Firm: They manage more than $1.8 billion in assets for over 1,000 families across the Northwest. they’re the retirement plan advisor for more than 65 companies, ranging from entrepreneurial start-ups to organizations with over 2,500 employees.
  • Fiduciary: Human Investing doesn't receive selling commissions and must follow the federally-mandated fiduciary standard – a requirement to act in the best interests of our clients. Many claim they’re a fiduciary, but only 5% actually deliver on it.
  • Comprehensive Team of Experts: Human Investing brings every part of your financial life together, unlike brokers who focus only on your portfolio. They have CERTIFIED FINANCIAL PLANNERS™, Chartered Financial Analysts for Portfolio Management, tax CPAs, and more.

Offerings

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Access by Human Investing

A service offering that makes financial planning and investing accessible to everyone with no account minimums and no minimum fees.

  • No Account minimums
  • 1.25% annual asset-based fee up to $500k
Learn More
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Wealth Advisory

A flagship serving offering that built their reputation. It includes comprehensive financial planning, investing, and tax strategy.

  • For members with $500K to $3 million in assets
  • Starts at 1.00% annual asset-based fee, and fees scale down as your assets grow 
Learn More

Your Human Investing Team

Getting Started

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1. Schedule a free consultation

Let them know who you are, what goals you have, and what you’re seeking, and they’ll pair you with the right advisor.
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2. Dive into your goals and needs

Each financial plan is unique to each client’s needs and situations. they’ll assess your goals, current investments, timelines, and risk tolerance to present the right strategies.
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3. Start working together

Once you’re ready to move forward, they’ll complete an advisory agreement, which allows them to access your accounts and get started on your financial plan.
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4. Activate your financial plan

They’ll open new accounts, transfer any necessary assets over, and schedule ongoing check-ins. Their team will be there to answer any questions moving forward and work alongside you.

Start your financial plan today.

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.