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Wealth Advisory by Human Investing®

Flagship service offering that built a strong reputation

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Plan for Tomorrow with Human Guidance Today

For more than 20 years, Human Investing has helped Northwest families achieve their financial goals through objective, client-first advice. Their Wealth Advisory service is the flagship offering that built their reputation—delivering comprehensive financial planning, investment management, and tax strategy without the influence of proprietary products or sales targets.

Designed for members with $500K to $3 million in assets, this service starts at a 1.00% annual asset-based fee, with rates that scale down as your assets grow.

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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.

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What You'll Receive

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Customized Cash Flow Plan

They can help forecast how your money will address current and future needs. This includes evaluating scenario plans for daily spending, retirement, your children’s education, and new streams of income.
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Retirement Strategy & Activation

Transitioning into retirement is far from an automatic process. They evaluate your retirement readiness and give you the confidence to achieve both financial security and personal fulfillment in retirement.
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Tax Mitigation & Strategy

They stay on top of the changing tax laws for you. Their team can file your taxes and advise on tax bracket planning, deferred compensation distribution, and tax loss/gain harvesting.
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Asset Protection & Risk Assessment

Protect what matters to you. Their advisors and network of vetted partners can help with liability reviews, insurance policies, risk exposure analysis, and advising through divorces.
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Wealth Management

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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Asset Distribution & Estate Transfer

The pinnacle of one’s life is the freedom to pass on what you’ve built. Through estate planning, they can define beneficiaries, tax strategies, and asset distribution plans.

See Your Whole Financial Picture

 

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Human Investing Is Fee Only
No Commissions

  • Money Stack icon

    $500K-3 Million

    Average range of assets under custody.

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    STARTING AT 1.00%

    Annual asset-based fee with a graduated tiered structure: Fees scale down as your assets grow.

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    8+ Years

    Average Wealth Advisory client tenure.

Your Human Investing Team

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A Free Gift to You

Retirement should feel simple and rewarding. Your Retirement Playbook answers seven key questions and includes a case study, checklist, and tax guide to help you plan with confidence.

Download Now A Free Gift to You Download Now

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.