Human Investing

Human Investing is a financial planner in Lake Oswego, Oregon. The firm provides tailored financial planning and advice to individuals, families, and companies. Their services include wealth management, estate planning, insurance, retirement planning, corporate benefits, and tax counseling. They also offer specialized workplace advisory services for retirement plan offerings, employee education, and compliance support for companies in the Northwest. The firm holds a 5.00 rating.

Operating independently since 2004, Human Investing utilizes a team of credentialed experts across multiple financial disciplines. Their approach for employers involves designing, implementing, monitoring, and evaluating retirement plans, with a focus on investment selection, vendor management, and regulatory compliance. For employees, the firm provides resources for financial wellness, including one-on-one consultations and group meetings. The advisory team includes specialists in retirement plan design and workplace education, aiming to provide holistic solutions that integrate with company operations and employee needs.

Human Investing provides dedicated financial expertise and retirement plan solutions to the Lake Oswego community and the broader Northwest region.