Trusted By Many
Manage over $1.6 billion in total assets and serve over 1,000 families in the Northwest.
Unlocking Financial Success: Our Wealth Management Partnership
Everything we do at Rivermark is guided by our commitment to our members' needs and interests. Your financial well-being is our top priority, and we are excited to have partnered with Human Investing as our wealth management partner!
Why Human Investing?
We thoughtfully selected a wealth management partner that would serve our members well and be a trusted advisor. We believe we have found that in Human Investing. Here’s why:
- Shared values: We have built our partnership with the intention to serve all members. Some advisors require members to have a minimum amount of assets to work together. Human Investing is dedicated to serving the financial pursuits of all people, from members who are just getting started to those with substantial wealth.
- Investment philosophy alignment: Human Investing’s custom low cost, broad diversification strategies are practical and effective for the average retail investor.
- Accessibility: Advisors are available to meet with members virtually or in branch, something we feel is important for building a strong working relationship.
Let us know a little bit about you and schedule a time with a member advisor. Or feel free to call us at 503.905.3108.
Get Started Get on the Calendar
A Fiduciary
Legally bound to act in clients' best interest; many claim this, but only 2% of firms deliver on it.
Unified Team of Experts
CFPs for Planning
CFAs for Portfolio Management
CPAs in Tax Management
Consider These Resources When Partnering With a Financial Advisor
Ready to Build Your Financial Future?
Talk to an advisor from Human Investing today for free. They help members build financial plans. Talk to them about your goals, and they'll show you how to get there.
What Are Your Financial Goals?
Retirement
"I'm planning for life after work."
Financial Planning
"I want a plan that works for my family."
Investments
"I want to build wealth over time."
Your Human Investing Team
Amber Jones, CPA • Drayton Carlberg, CFP® • Taylor Nieman
[email protected] • 503.905.3108
Investment Advisory Services are offered through HUMAN INVESTING, in association with RIVERMARK COMMUNITY CREDIT UNION. The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY THE CREDIT UNION OR ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.