Financial Confidence, Financial Empowerment, Financial Equality
Our founding principles.
When we formed Humanity Wealth Advisors we knew that we wanted to be different than traditional wealth management firms. We saw a void in the industry that needed filling: providing accessible and affordable financial planning and advice to people like you who are the heartbeat of our economy.
Establishing a Foundation for Your Success
Regardless of where you are in your financial journey, we offer a broad range of fiduciary-focused financial planning and investment-related services for individuals and families.
Innovative, Affordable Financial Planning and Investing Strategies Built Just For You
Life is about more than money; it’s about quality of life and emotional stability. That’s why you need the right financial plan to be prepared for everything life throws at you. With over 20 years of experience as financial advisors, we can assist you in all areas of financial planning.
We provide strategies to individuals and families with questions like these:
- I don’t know – I am just getting started.
- How can I build my credit?
- I need to start saving for retirement.
- How can tax planning help save me money?
- I need to get out of debt (or reduce it to healthy levels).
- I need to plan for my child’s college education.
- How should I be managing my investments?
- I want to build a diversified investment portfolio.
- How do leave behind a legacy to my heirs?
- I need help with estate planning.
- How do I know what insurance is right for my family?