Want large firm professional experience without the big ego? We’ve got your back.

Humanity Wealth Advisor’s mission is to make the world better through financial education for those who need it most. When you work with us, you’re gaining the resources of a team that is changing the world (kudos to you!) and getting outstanding financial guidance along the way.

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The world is full of financial advisors who don’t “get it” - who put their bottom line ahead of yours or who gatekeep financial advice based on how much income you have. You deserve better, so we started Humanity Wealth Advisors as a way to close the gap between average people and financial abundance. Whether you already have an established nest egg or are just starting your financial planning journey, Humanity Wealth Advisors is here to serve and grow with you.

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We’re a little different… and we like it that way!

Humanity Wealth Advisors isn’t your run-of-the-mill financial firm. And the truth is, we never intended to be “normal” (where’s the fun in that?). But what we did intend to do is shake things up in the financial industry. That’s the mission we wake up thinking about every day. Our vision to educate others about their finances is at the heart of everything we do. We’d love for this vision to include you. Reach out to us today to see how we can help you pursue your own financial vision.

Ready to talk to a financial advisor who knows their stuff AND is on a mission to make the world better?

We work with individuals, couples, business owners, and multi-generational households to help make their dreams of financial freedom come true.

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Experienced Professional Financial Advice

Lots of firms claim to be experts, but at Humanity, we have over 20 years of professional experience in the financial services industry to prove it. Our team of professionals can provide you with ongoing services or on an as-needed basis to help you build wealth that lasts.

Pricing That Serves You First And Foremost

Wealth management isn’t just for the ultra-rich. No matter which tax bracket you fall in, you deserve a financial future that checks all your boxes and leaves a safety net behind for those you love the most. At Humanity, we put our values ahead of our wallets. Expect full transparency when it comes to our fees, and plan on those fees being some of the lowest in the industry. When you work with us, you’ll get our best at a reasonable price.

Individualized Financial Planning For Your Unique Circumstances

Everyone starts somewhere, and we all start in different places financially. You need a financial plan for the everyman, but also one that’s tailored specifically to your life and goals. Humanity Wealth Advisors can help you create a unique financial plan that helps meet your needs and pursues your goals for the future.

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Humanity
Wealth Library

Wondering where to start when it comes to planning for the future? Totally confused by the financial services industry and not sure whether your finances are aligned with your life goals? Here we hope you find a library of resources that you can use to close the gap between your big questions and your life goals.

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Top 5 Myths and Realities About 529 College Saving Plans

23 Sep 2021

College Saving

How Does a 529 College Savings Plan Work? A 529 college-savings plan is a type of investment account specifically designed for saving for future educational expenses. 529 college savings plans can help make college more […]

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Contact Info

Humanity Wealth Advisors
Address:
39899 Balentine Drive, Suite 200
Newark , CA 94560
Address:
2010 Crow Canyon Place, Suite 100
San Ramon, CA 94583
Tel: 510-933-8388

The financial consultants of Humanity Wealth Advisors are registered representatives with, and securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Strategic Wealth Advisors Group and Humanity Wealth Advisors are separate entities from LPL Financial.
Harry Sherdil | CA | 39899 Balentine Dr, Suite 200, Newark, CA 94560 | CA Insurance Lic. #0C25734
Nestor Belmonte | CA | 39899 Balentine Dr, Suite 200, Newark, CA 94560 | CA Insurance Lic. #0C87585
The LPL Financial registered representatives associated with this website may only discuss and/or transact business with residents of the following states: AZ, CA, CO, HI, ID, MA, MN, NC, NV, OR, TX