Advisory
Wealth advisors, financial planners, and client experience professionals who bring the Human Wealth™ framework to life every day.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
Founder & Wealth Advisor
Scott has pioneered wealth management evolution since the early 1980s. As founder of WMBC and co-founder of Human Wealth™, he brings over 40 years of experience serving both individual clients and industry professionals.
Full profile →
President & Wealth Advisor
David brings 15 years of expertise in personal finance, specializing in identifying client needs and designing customized financial systems. He co-founded Human Wealth™ in 2018.
Full profile →
Financial Paraplanner
Shirly brings over 16 years of experience in administrative leadership and project management. She believes in deepening client relationships by providing the highest level of support possible, connecting family, health, and financial planning.
Client Experience Associate
Executive Assistant
Client Experience Associate
Powered by
Farther Finance Advisors LLC
Our partnership combines Human Wealth™’s proprietary planning methodology with Farther’s institutional investment platform and compliance infrastructure.
Your Advisor
A dedicated wealth advisor who knows your full picture — not a call center or rotating team.
Institutional Platform
Tax-intelligent technology, active portfolio oversight, and curated investment strategies powered by Farther Asset Management.
Compliance & Custody
SEC-registered, with institutional custody and regulatory infrastructure that protects your assets.
Start with a conversation. We'll take it from there.