HumbleWealth is a direct affiliate of North Star Resource Group, a firm with over 100 years of experience in the financial services industry. Through North Star, we gain access to a vast network of tenured professionals across all areas of financial planning—investments, insurance, financial planning, and more—ensuring that we are always equipped with the latest and best strategies for our clients.

Additionally, North Star’s deep industry connections allow us to secure exclusive discounts, competitive pricing, and cutting-edge resources that wouldn’t otherwise be available to niche firms like HumbleWealth. By tapping into North Star’s expansive platform, we provide a boutique, high-touch service backed by the strength and expertise of an established institution.

Cetera Advisor Networks LLC is our broker-dealer, meaning they are the platform through which we run nearly all of our business. Cetera is one of the largest independent broker-dealers in the industry, giving us the autonomy to select the very best financial solutions for our clients—without the limitations of a proprietary product-driven firm. Their independence allows us to focus solely on what’s best for you, offering access to a full spectrum of investments and financial planning tools to match your unique needs.

Behind the scenes, Pershing LLC, a subsidiary of BNY Mellon, serves as our custodian, ensuring the safety and security of client assets. While you may never interact with Pershing directly, they are a critical part of the infrastructure that supports your financial well-being. As one of the largest and most trusted custodians in the industry, they handle transaction processing, account security, and regulatory oversight, ensuring that every dollar is managed with the highest level of integrity and protection.