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WELCOME TO HUMAN INVESTING

 


WE’RE A TEAM OF ADVISORS AND CREDENTIALED EXPERTS FOCUSED ON YOUR FINANCIAL
WELLBEING.

 
Come Talk To Us


INDEPENDENT SINCE 2004

 
 

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OUR MISSION IS TO FAITHFULLY SERVE THE FINANCIAL PURSUITS OF ALL PEOPLE.

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WEALTH ADVISORY FOR INDIVIDUALS AND FAMILIES

We counsel you on more than investments or wealth management including your
estate, insurances, retirement, corporate benefits, and taxes.

LEARN MORE
 

WORKPLACE ADVISORY FOR RETIREMENT PLANNING

We’re B-Corp certified and work with the Northwest’s leading companies with
retirement plan offerings, employee education, and compliance.

LEARN MORE
 

A WORLD-CLASS TEAM OF FINANCIAL EXPERTS

Access a unified team of credentialed, financial experts across multiple
financial disciplines.

OUR TEAM
 

GUIDANCE AND CONVERSATIONS WITH YOU IN MIND

Our journal features timely content related to financial planning, retirement
planning, and marketplace trends.

Read now
 

HUMAN INVESTING EVENTS

Livecasts and recordings covering popular topics for our clients and their
financial wellbeing.

Watch Now
 
 
 


COME TALK TO US.


WHERE TO FIND US

525 3rd St. Suite 200
Lake Oswego, OR 97034

Our hours: 8:30 am - 4:30 pm Monday - Thursday, 8:30 am - 4:00 pm Friday


CALL US

503-905-3100

Our hours: 8:00 am - 5:-00 pm Monday-Thursday, 8:00 am - 4:00 pm Friday


E-MAIL US

jill@humaninvesting.com

Schedule a meeting

 
 
Welcome

What We Offer
 


YOU’VE COME TO THE RIGHT PLACE. OUR TEAM OF CREDENTIALED FINANCIAL EXPERTS ARE
HERE FOR YOU.

 

CFP® Professionals

Chartered Financial Analyst®

Certified Public Accountant

Certified B-Corporation

 
503-905-3100 jill@humaninvesting.com
Hours

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FOR INDIVIDUALS

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