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A Better ownership model

“When Jenn and I talked about our future, we thought the best way forward for Human Investing was to be an employee-owned company. We want this to be a lasting institution that will be around for generations to serve our individual and corporate clients.”

 

Preserving our mission

An ensemble of specialists

Back in the 1990’s, generalists were common, meaning advisors were being asked to do investment management, planning, tax consulting, and more. But none of them were chartered financial analysts, CFP®’s, or CPA’s.

Today, we have experienced, credentialed experts that go deep into the client’s lives and take a more specialized and comprehensive approach. Despite all the digital tools and information at our fingertips, our clients are asking for people in their corner that they can trust.

Independent since 2004

This ownership group allows us to maintain our independence and serve clients as a fiduciary — which is the highest legal standard of care in our industry. As Human Investing grows, we will have stronger voices in influencing how we innovate, how we nurture talent, and how more people can experience financial wellness.

Meet the partners

Partners test
DR. PETER FISHER • FOUNDING PARTNER, CEO
DR. PETER FISHER • FOUNDING PARTNER, CEO

What do you value the most about being at Human Investing?
We get to do meaningful work for clients who appreciate what we do. Importantly, we’ve assembled a fantastic team of individuals that desire to love, care, and serve each other and our clients.

ANDREW NELSON, AIF, MBA • MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT
ANDREW NELSON, AIF, MBA • MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT

What do you believe clients are looking for now more than ever?
Partners and technology that can give them prescriptive advice back by facts, modeling, etc. Put differently, the companies that we work with are commonly refreshed by the level of detail we go into when attempting to answer and “should I do this or that” or “what’s the most effective way to” question.

MARC KADOMATSU, CFP®, CHFC®, CLU® • MANAGING PARTNER, DIRECTOR OF FINANCIAL PLANNING
MARC KADOMATSU, CFP®, CHFC®, CLU® • MANAGING PARTNER, DIRECTOR OF FINANCIAL PLANNING

What do you value the most about being at Human Investing?
As our name suggests, Human Investing embodies our unwavering commitment to our clients above all else.

JILL NOVAK, SHRM-CP • PARTNER, DIRECTOR OF OPERATIONS
JILL NOVAK, SHRM-CP • PARTNER, DIRECTOR OF OPERATIONS

What do you believe clients are looking for now more than ever?
Clients are looking for a combination of expert advice and an understanding of what they may be dealing with in terms of their own circumstances. Their money is never just about their money, there is always the story behind the money.

AMBER JONES, CPA • PARTNER, DIRECTOR OF ACCESS
AMBER JONES, CPA • PARTNER, DIRECTOR OF ACCESS

What do you value the most about being at Human Investing?
I value the people. The people we serve and the team I get to work with. I am continually inspired by the clients we serve, the passions they hold and the financial goals we help them achieve.

WILL KELLAR, CFP® • PARTNER, LEAD ADVISOR
WILL KELLAR, CFP® • PARTNER, LEAD ADVISOR

What do you believe clients are looking for now more than ever?
Investors are seeking a trusted partner who can guide them through the complexities of the financial landscape while staying aligned with their core values and goals.

EVE BELL, QKA • PARTNER, DIRECTOR OF WORKPLACE ADVISORY
EVE BELL, QKA • PARTNER, DIRECTOR OF WORKPLACE ADVISORY

What do you believe clients are looking for now more than ever?
Personalization and excellence. By that I mean being seen as human and being treated with kindness and respect while also receiving exceptional service.

ANDREW GLADHILL, CFA, IACCP® • PARTNER, DIRECTOR OF INVESTMENTS AND COMPLIANCE
ANDREW GLADHILL, CFA, IACCP® • PARTNER, DIRECTOR OF INVESTMENTS AND COMPLIANCE

What do you value the most about being at Human Investing?
I love that I work somewhere where I can see the impact I’m making on the business. I can answer client questions or problems that directly improve their financial lives, or give them peace of mind.