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

Humanity Wealth Advisors' 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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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.

How Interest Rates Affect Investments and How You Can Benefit
How Interest Rates Affect Investments and How You Can Benefit
Interest, interest, interest! Everyone hears that word thrown around everywhere when it comes to money. But do people know what it actually means and how interest rates affect investments? Keep reading to learn more!    […]
Subscription-Based Financial Planning For All Ages
Subscription-Based Financial Planning For All Ages
Health and money are two major concerns for individuals and families. If you lack these two important aspects to enjoy life, you want more of them, right? In a society where money talks and the […]
Bull Market vs Bear Market
Bull Market vs Bear Market
23 Jun 2022
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In simple terms, a bull market is one in which stock prices increase; stock prices rise by 20% after two declines of 20% each.” A bear market is a market in which stock prices fall; […]
How Much Money Is Needed To Hire A Financial Advisor?
How Much Money Is Needed To Hire A Financial Advisor?
Do you feel like you need someone on your side as a financial guide? As a business owner, it is my pride and joy to cater to everyone, no matter how much money they have. […]
What Investors Need To Know About Market Volatility
What Investors Need To Know About Market Volatility
16 Jun 2022
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One should always be prepared for market fluctuation– this fluctuation refers to market volatility. Let’s learn more about what exactly this is and how to stay on course when it occurs.    What is Market […]
Subscription-Based Financial Planning: The Future of Personal Finance
Subscription-Based Financial Planning: The Future of Personal Finance
Have you noticed that most of our day-to-day activities and purchases are now subscription-based? From online entertainment streaming services, food delivery/meal kits, fashion services, and online fitness apps. Most people don’t think twice about paying […]
Ransomware – What Investors Need to Know
Ransomware – What Investors Need to Know
9 Jun 2022
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Think of ransomware like bribing a victim online, but forcefully. Ransomware is basically malware-disruptive software that allows an attacker to gain access to a user’s computer without permission- but with a financial twist. Said twist is […]
The Rise of Subscription-Based Financial Planning for Millennials: How to Help Improve Your Financial Well-Being One Month at a Time
The Rise of Subscription-Based Financial Planning for Millennials: How to Help Improve Your Financial Well-Being One Month at a Time
You may be surprised by the combined number of subscription services you already have. From physical fitness services to meal kit services and online streaming services to your current health care service providers, paying monthly […]

Here is How We Can Help

Don’t Panic! Financial Planning for Times of Market Volatility

How to Keep Your Finances on Track This Summer

Happy 4th of July From Humanity Wealth Advisors

How To Avoid The Low Credit Pitfalls (And Get Affordable Financial Planning)

A Beginner’s Guide to Compound Interest: How to Make Your Money Work for You

Happy Father’s Day from Humanity Wealth Advisors!

Memorial Day Greetings From Humanity Wealth Advisors

A Letter to Graduates: How to Start Your Financial Life on the Right Foot

Budget Worksheet Offer

Everyone has a Risk Number. Let’s find yours.

Inflation

Subscription Fees

Valentine’s Day ❤️: Relationship and Financial Commitments

Bay Area Comprehensive Financial Planning and SMART Goals

No April Fool’s: Affordable Financial Planning in the Bay Area at Humanity Wealth

Bay Area Comprehensive Financial Planning: St. Patrick’s Day and Everyday!

Find An Affordable Financial Planner in the Bay Area

Spring Cleaning Your Financial Life

Why Is Financial Literacy So Important?

What is Financial Literacy?

How Financial Literacy Can Help Your Future

Happy Mother’s Day from Humanity Wealth Advisors!

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.

Connect With Us
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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.

Meet Humanity

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.

Expert Financial Advice
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
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.

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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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Download our Complimentary eBook: How Do Financial Advisors Get Paid?

There are number of factors to consider when choosing your financial advisor. One of the most important is how they are compensated. Read our free guide for advice on what questions to ask.

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