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 provides comprehensive wealth management, investment management, and financial planning to a small, primarily individual client base that also includes families, trusts, foundations, endowments, and family-owned entities. The firm offers project-based financial consulting and educational seminars or speaking engagements in addition to continuous portfolio oversight and planning services. The firm describes a tailored, fiduciary approach that integrates asset allocation, tax-aware portfolio construction, and holistic planning; it also routinely incorporates third‑party sub‑advisors for specialized sleeves such as custom/direct indexing and separately managed fixed‑income accounts. Humanize Wealth explicitly integrates ESG and impact considerations into public and private investments, conducts due diligence on private offerings, and treats non‑managed assets (assets under advisement) as part of the overall planning process. Noteworthy features for a small, employee‑owned manager‑managed firm include a boutique scale (roughly $47 million in AUM with a limited number of client relationships) combined with family‑office style coordination for select clients at no additional charge. It is also uncommon among peers of this size to run public or group educational seminars and to routinely use institutional sub‑advisors for custom indexing and tax‑managed sleeves while emphasizing impact‑first private investment options and philanthropic/political donation strategy work.

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.