Human Investing

Human Investing is a Financial Planner in Lake Oswego, OR. The firm provides tailored financial planning and advice to individuals, families, and companies. Their specialized services include wealth management, estate planning, insurance, retirement planning, corporate benefits, and tax counseling. Serving the Northwest, they also offer workplace advisory services, including retirement plan design, investment monitoring, and employee education.

Operating independently since 2004, the firm employs a team of credentialed experts and advisors dedicated to financial wellbeing. Their approach is holistic, integrating retirement plan offerings, compliance support, and vendor management with a company's specific operations and employee needs. For plan sponsors, they provide fiduciary oversight, investment selection, and regulatory compliance to meet ERISA and DOL standards. The firm's expertise extends to specialized private wealth advisory, including services for Nike executives.

Human Investing is located on Meadows Rd in Lake Oswego.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is structured with a website that search engines can read cleanly, making them easy to find.

Human Investing provides dedicated financial guidance and retirement solutions for the Lake Oswego community and the broader Northwest region.