Human Finance
is all about

People matter.
That’s the idea behind Human Finance.

Human Finance is the belief that people are as important as numbers. The result is the desire to contribute to a greater good in everything you do and always put your clients’ best interests ahead of your own.

Getting to the heart of
Human Finance

Human Finance isn’t only about doing business well, but doing it better.

While there are many different ways to help clients achieve their goals, it always begins with putting people first.

Growing your business is
easier with the right people by your side

Helping advisors build strong relationships through a culture of service is what sets us apart. We’ll show you how it can set your business apart too, and play a crucial role in your growth for both you and your firm.

Introducing the
Human Finance Project

Go Independent

It’s a big decision. But with the right help, choosing to forge your own path can have great rewards. That’s why we’ve gathered unique insights, advice and tools to help you take your first steps toward freedom.

Nurture Your RIA Business

Do you have the support you need to achieve your business goals? Use insights from fellow advisors, along with helpful tools from us, to help your business flourish.

Make a difference.
Feel the difference.

Helping your clients pursue their goals is how you can reach yours. Which is why advisors who give it their all often receive a lot in return.

Sharpen your insight
with these industry pointers.

There are many ways to help your clients pursue their goals. Keep checking back to learn new insights that will help you better serve their needs, as well as your own.

Robo-Technology Perspective Paper

Working in tandem with robo-technology solutions can help you enhance the service you provide and strengthen client relationships.

Creating a Culture of Service Whitepaper

Keeping your clients happy starts with always providing a positive experience. We give you the ideas and strategies you need to build a culture of service within your firm.

Myths and Realities of Becoming an RIA Perspective Paper

There’s a lot to consider before choosing to transition. We separate the facts from the fiction to help you make the decision that’s right for your firm.

Affiance Financial: Case Study

Read about Affiance Financial’s transition to true independence, and why our customized service and flexibility made their decision a lot easier.

State-of-the-art technology:
stay better connected with your clients

When personal service and the latest technology work together, great things happen.
Veo®, our open-architecture account management and trading platform, is designed exclusively for advisors and corporate clients. By creating new efficiencies and capabilities, it has earned top marks for RIA satisfaction 3 years in a row!*

*Financial Planning Magazine’s annual Financial Planning Tech Survey

Human Finance | Welcome to Human Finance