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What We Do

What We Do

We can help you build a holistic financial plan that encompasses all of the important parts of your life. To us, you’re not just another number. At Humanity Wealth Advisors, we work to educate people on financial matters no matter where they’re starting from, and we offer services to help you pursue your goals no matter what stage of life you’re in. If you want real, objective advice, we’re your people.

A penny saved is a penny earned. When you work with Humanity, you’ll receive experienced professional advice for a fair and reasonable price. That means more money in your pocket and fewer barriers to the financial management services you need. We’ll never make proprietary investments or recommend financial products you don’t need.

Comprehensive Financial Planning

Life is about more than money, and you need the right financial plan to be prepared for everything life throws at you. At Humanity Wealth Advisors, we have 20+ years of experience as financial advisors and can assist you in all areas of financial planning from getting started, saving for retirement, reducing debt, planning for your child’s college, managing your investments, building an investment portfolio, legacy, and estate planning, and more. Let us be your one-stop-shop for your financial planning needs

I need help managing my existing wealth.
  • Custom investment portfolios
  • Estate planning
  • Retirement income planning
  • Tax planning
I’m not sure where to start.
  • Identify financial goals
  • Budget
  • Pay off debt
  • Credit counseling
I want to grow my wealth.
  • Retirement savings
  • College savings
  • Cash flow management

Portfolio Management

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We’re here to help you answer important questions like:

• What happens if the markets crash?
• Will I outlive my money?
• Am I taking too much risk with my investments?
• Am I paying too much tax on my investments?

We’ll work with you to understand your goals, risk tolerance, and long and short-term needs and manage your assets in a way that aligns with what you care about. We know that investing can be overwhelming and you may be too busy to think about how to invest. Let us do it for you so you can spend that time on the things that matter and not stressing over your portfolio!

Our team has been helping clients navigate various market cycles and economic changes for over 20 years. As well-versed professionals, we use a time-tested investment approach that uses sensible tax strategies so you can increase your bottom-line return without increasing your risk levels.

You’ll Receive

• An investment strategy that is tailored to your specific needs and risk tolerance
• Transparent, fair pricing on the investment services
• Fiduciary oversight so you can be confident you are invested correctly for your situation
• Easy-to-use technology to track and review your investments

Humanity Wealth Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation. Investing involves risk, including possible loss of principal.

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If you want real, objective advice, we’re your people!

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.