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WE SERVE YOUR PURSUIT OF A FULLER LIFE WITH TAILORED FINANCIAL PLANNING AND ADVICE

 
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WeLCOME TO HUMaN INVESTING

We're watching out for you.

For more than two decades, we've partnered with like-minded individuals and families who want to take control of their growing wealth, no matter their financial literacy or how complex their financial situation is.

Through financial planning, we give you the assurance that your investments, liabilities, and assets are protected both now and in the future.

 
 

What sets us apart

 

 
 

The Team Behind You

Meet some world-class human beings.

This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence. 

 
PETER FISHER | CO-FOUNDER   Pete brings more than 20 years of experience working for individuals, families, and businesses advising and shepherding clients toward successful financial outcomes. He holds an MBA and is currently a doctoral candidate.

PETER FISHER | CO-FOUNDER

Pete brings more than 20 years of experience working for individuals, families, and businesses advising and shepherding clients toward successful financial outcomes. He holds an MBA and is currently a doctoral candidate.

MARC KADOMATSU, CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING   Marc combines his 14 years of experience of financial and estate planning with insurance in such a way that our clients are better informed and equipped to make the best decisions possible regarding their financial futures.

MARC KADOMATSU, CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING

Marc combines his 14 years of experience of financial and estate planning with insurance in such a way that our clients are better informed and equipped to make the best decisions possible regarding their financial futures.

SHELLY CHASE | SENIOR CLIENT SERVICES   Shelly draws from her 20 years in financial services to uniquely care for clients while meeting the administrative needs of their accounts on a daily basis. She has been with Human Investing for more than seven years and is a certified paraplanner.

SHELLY CHASE | SENIOR CLIENT SERVICES

Shelly draws from her 20 years in financial services to uniquely care for clients while meeting the administrative needs of their accounts on a daily basis. She has been with Human Investing for more than seven years and is a certified paraplanner.

STEPHANIE THOMPSON-BUTTICE CFP® | ADVISOR   As an advisor, Stephanie brings her MBA education and entrepreneurial experience to the private client team. She continually provides actionable solutions for our clients with complex financial needs.

STEPHANIE THOMPSON-BUTTICE CFP® | ADVISOR

As an advisor, Stephanie brings her MBA education and entrepreneurial experience to the private client team. She continually provides actionable solutions for our clients with complex financial needs.

LUKE SCHULTZ, CPA | DIRECTOR OF TAX   Luke has over 12 years of experience in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.

LUKE SCHULTZ, CPA | DIRECTOR OF TAX

Luke has over 12 years of experience in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.

CLAYTON PHILLIPS, CFP® | ADVISOR   Clayton sits on Human Investing’s financial planning committee as one of our Certified Financial Planners. With more than nine years of experience, he collaborates with the planning team and Marc Kadomatsu on delivering solutions across a range of our client’s financial needs.

CLAYTON PHILLIPS, CFP® | ADVISOR

Clayton sits on Human Investing’s financial planning committee as one of our Certified Financial Planners. With more than nine years of experience, he collaborates with the planning team and Marc Kadomatsu on delivering solutions across a range of our client’s financial needs.

KRISTA HARKAVY | PARAPLANNER   Krista supports Marc and Clayton by helping gather data for select clients and putting their financial framework in place.

KRISTA HARKAVY | PARAPLANNER

Krista supports Marc and Clayton by helping gather data for select clients and putting their financial framework in place.

JILL NOVAK | CHIEF PEOPLE OFFICER   With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.

JILL NOVAK | CHIEF PEOPLE OFFICER

With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.

 

 

Our Process

We work closely with you to create your own custom financial plan.

When you select us as your financial planner, we'll advise you on how your assets, savings, and company benefits can all work together. You'll get to work with our world-class, certified financial planners, who want to know you and are equipped with the most comprehensive financial planning technology. 

 

STEP 01: We'll Listen TO who you are and what you're pursuing

 

STEP 02: We'll Present you a personalized plan across multiple financial categories

 

STEP 03: we'll Implement and service your plan within each financial category

 

STEP 04: We'll show you ACCURAte Scenario PlanS

 

STEP 05: we review PERSONALIZEd property and casualty insurance

 

STEP 06: we review PERSONALIZEd Estate planning

 

step 07: we help you take advantage of tax saving opportunities

 
 
 

TRANSPARENT FEE STRUCTURE

No commissions

No hidden fees

No sales trips to Hawaii

No whammy-jammy backdoor sorcery

 

How to get started

 
 
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