A complete list of active advisors currently associated with Humanize Wealth

Warmer can help you find a great advisor at Humanize Wealth or one who fits your needs even better.

Humanize Wealth is a fee‑only, fiduciary wealth management firm that provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, charitable institutions, foundations, endowments, and family‑owned entities. Financial planning is offered at no additional fee by client election, and the firm also provides project‑based consulting and family‑office style coordination for select clients. The firm constructs portfolios using a mix of public and private strategies and integrates ESG and impact considerations into its due diligence and ongoing monitoring processes. Humanize Wealth may engage sub‑advisors, accepts limited discretionary authority for client accounts, and provides regular reporting and quarterly reviews, with proxy voting conducted according to its ESG guidelines. A relatively uncommon aspect of Humanize Wealth’s practice is its delivery of educational seminars and speaking engagements that are explicitly educational and not tied to product sales. Founded in 2023 as a 100% employee‑owned firm with a small advisory team combining CFP and CFA credentials, the firm also highlights no‑charge family‑office style services for select clients and closer oversight of complex private and impact investments.

To learn more about the advisors currently working at Humanize Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.