Who We Are

Humboldt Financial, LLC is a “fee-only” in-vestment advisory company independently advising individuals, families, and businesses and is a network dedicated to the accumulation, preservation, and perpetuation of assets. We provide a complete range of services designed to address both personal and professional financial concerns.

Services include:

• CASH FLOW AND DEBT EVALUATION
• PERSONAL & BUSINESS FINANCIAL PLANNING
• INVESTMENT ADVICE
• SOCIALLY RESPONSIBLE INVESTING (SRI)

Personal advisory council services include:

• TAX PLANNING
• ESTATE PLANNING
• PENSION & RETIREMENT PLANNING
• DENTAL PRACTICE PLANNING & TRANSITIONS

As a registered investment advisor, our advice is independent and specific to your individual circumstances.