What is The Humphreys Group?
The Humphreys Group is a women-owned and operated wealth management firm that’s now part of Treehouse Wealth Advisors. Specializing in financial planning and investment management, this firm blends empathy with expertise to serve women who want to live in possibility and invest like a woman. Founded in 1983 by Henrietta “Henri” Humphreys, a pioneer in fee-only financial planning, the firm has grown alongside its clients, focusing on the unique financial challenges women face at every stage of life. Based in San Francisco, The Humphreys Group is also a Certified B Corporation, committed to balancing profit with purpose through verified social and environmental performance.
Main Benefits of The Humphreys Group
Here’s a quick snapshot of what makes The Humphreys Group stand out:
- Women represent about 70% of their client base, highlighting a deep understanding of women’s financial needs.
- Certified B Corporation status with a high B Corp score of 94.5, reflecting strong social and environmental responsibility.
- Fee-only financial planning approach, ensuring unbiased advice without commissions.
- Expertise in ESG investing, aligning investments with clients’ values.
- Specialized services for diverse groups including breadwinner women, women in transition, women executives, and the LGBTQ+ community.
- Longtime champion of personalized portfolio management and Registered Investment Advisor (RIA) standards.
Serving Breadwinner Women
For those who are the de facto CFOs of their families, juggling a budding career and community involvement, The Humphreys Group offers tailored financial planning and investment advice. These “boss” women get support to maximize the wealth they’re working hard to build and sustain for the future. It’s about empowering women to take control of their financial destinies with confidence and clarity.
Supporting Women in Transition
Life’s pivotal moments—whether it’s a career change, marriage, divorce, or retirement—can feel like a balancing act. The Humphreys Group understands this and provides guidance to make financial life a little easier during these transitions. Juggling family and childcare while making a name in the office? They’ve got you covered with strategies that help you navigate these changes smoothly.
Empowering Women Executives
For professional powerhouses who lead by example, The Humphreys Group helps protect hard-earned wealth and build a lasting legacy. Women executives who want to ensure their financial success benefits their families and future generations can rely on expert advice tailored to their unique needs. It’s about creating enduring impact through smart investment management and thoughtful financial planning.
Project Impact and Alignment with SDGs
- SDG 5: Gender Equality – Empowering women through financial independence and leadership.
- SDG 8: Decent Work and Economic Growth – Supporting women’s career advancement and wealth building.
- SDG 10: Reduced Inequalities – Serving diverse communities including LGBTQ+ clients with inclusive financial services.
- SDG 12: Responsible Consumption and Production – Promoting ESG investing for sustainable financial outcomes.
- SDG 17: Partnerships for the Goals – Collaborating with clients and communities to balance profit and purpose.
Commitment to the LGBTQ+ Community
Since its founding, The Humphreys Group has been dedicated to uplifting the LGBTQ+ community through specialized wealth management services and initiatives like the Insights & Outcomes Conversation Circles series. This commitment ensures that LGBTQ+ clients receive inclusive, thoughtful financial advice every step of the way, reflecting the firm’s broader mission to serve women of all backgrounds with empathy and expertise.
