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Calling All Everyday Heroines!

We see you — the incredible woman you are today and the woman you aspire to be tomorrow. We embrace your truth and want to encourage you to be your most authentic self. Financial confidence is the foundation on which you can give life to your goals.

We serve women with ambition and without apology about what they want out of their personal and professional lives. We serve women who dream of financial freedom and confidence, but who may need help scaling the learning curve of personal finance. We serve women who are asking the tough questions — who want to understand how they can use their money to advocate for themselves and the greater good.

We serve women who are changing the world as we know it — in their families, in their communities, and in themselves.

Breadwinner Women




You’re the de facto chief financial officer of your family, have a budding career that inspires you, and are active in your community. In one word, you’re a boss. Get the financial planning and investment advice that allows you to maximize the wealth that you’re working so hard to build and sustain for the future.

Women in Transition



This is one of the most pivotal stages of your life — and it’s also a balancing act that you’re mastering like a pro. Juggling family and childcare needs, while making a name for yourself in the office, is no small feat. Call it a squad or a posse, but one thing is clear: we’re here to make your financial life a little bit easier, from transitioning into a new career, to navigating marriage or divorce, to redefining retirement.

Women Executives

Here’s to you, the professional powerhouse who people look up to as a leader and role model in business and the workplace. You are at the top of your game and want to make sure your hard-earned wealth is protected for your family and the future. With arms linked, you can rely on our team to help you create a legacy that endures for generations to come.

LGBTQ+

Since our founding, we have been committed to lifting up and advancing the LGBTQ+ community through our wealth management services and initiatives like our Insights & Outcomes Conversation Circles series. From developing a plan for your future retirement to creating an investment strategy to fuel your goals, we are here for you, every step of the way.

Breadwinner Women

You’re the de facto chief financial officer of your family, have a budding career that inspires you, and are active in your community. In one word, you’re a boss. Get the financial planning and investment advice that allows you to maximize the wealth that you’re working so hard to build and sustain for the future.

Women in Transition

This is one of the most pivotal stages of your life — and it’s also a balancing act that you’re mastering like a pro. Juggling family and childcare needs, while making a name for yourself in the office, is no small feat. Call it a squad or a posse, but one thing is clear: we’re here to make your financial life a little bit easier, from transitioning into a new career, to navigating marriage or divorce, to redefining retirement.

Women Executives

Here’s to you, the professional powerhouse who people look up to as a leader and role model in business and the workplace. You are at the top of your game and want to make sure your hard-earned wealth is protected for your family and the future. With arms linked, you can rely on our team to help you create a legacy that endures for generations to come.

LGBTQ+

Since our founding, we have been committed to lifting up and advancing the LGBTQ+ community through our wealth management services and initiatives like our Insights & Outcomes Conversation Circles series. From developing a plan for your future retirement to creating an investment strategy to fuel your goals, we are here for you, every step of the way.

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Step into Your Financial Power

Since we opened the doors to The Humphreys Group in 1983, women have traditionally represented about 70% of our client base. Over the years, we have grown with our clients and become attuned to the unique financial challenges faced by women of every age and stage in life.

With a passion for learning and education (when it comes to finance, we openly embrace our “inner nerd”), we have continually evolved our services to be centered around women’s hopes, needs, perspectives, priorities, and obstacles. Through it all, we’ve held steadfast to a service philosophy that is grounded in strong relationships and deep connection.

It’s time to approach money management with a fresh perspective, one rooted in acceptance and positivity.

We see women investors as the interesting and passionate human beings they are; not their balance sheets. We believe that talking about the values behind the numbers is crucial to achieving financial success. Our initial meetings are designed to foster authentic conversations about the important aspects of personal finance unrelated to the size of your net worth or nest egg. Enjoy a collaborative, judgment-free zone that allows you to explore your concerns and share your dreams openly.
Receive a clear financial plan that is guided by what matters most to you and is integrated with an investment strategy that allows your wealth to grow over time. Your plan will be structured to define success on your own terms — not based on arbitrary benchmarks. Get comprehensive advice in multiple different areas of financial planning, including retirement planning, estate planning, college education planning, tax planning and coordination, and business succession planning.
Benefit from an investment philosophy that is grounded in academia and evidence-based principles for portfolio design, such as smart diversification and tax efficiency. We don’t chase stories. We don’t listen to hot tips. We believe that true fulfillment and success comes from accomplishing your goals — by achieving your best life in a manner that feels right to you. To support our philosophy and approach, we are proud to offer our clients investments through reputable managers like Dimensional Fund Advisors and Vanguard, among others.
Do you want to ensure your investments reflect your personal beliefs, ethics, and morals? At The Humphreys Group, we take social activism and responsibility seriously and believe that your investment strategy should be in tune with what matters most to you. We employ impact investing strategies and evaluate environmental, social, and governance (ESG) criteria and screens when choosing funds to ensure your investments align with your values.
Collaborate, share wisdom, and join a community of like-minded women through our Insights & Outcomes Conversation Circles series, which is open to all clients of The Humphreys Group. Our Circles give you the opportunity to share stories and experiences, and foster a deeper knowledge and understanding of your own financial life. When our money and values are aligned, we are happier, more conscious of, and more engaged with our own financial management — which leads to a healthier mindset and enriches our total well-being.
Humphreys Group Team

Who We Are

We see ourselves as reflections of the women we serve. Our team, which is comprised of all women, is dynamic, multifaceted, unique, and optimistic. We strive to be a force for positive change in the financial services industry and to create a more fair, balanced world.

The Humphreys Group is proud to be a Certified B Corporation. We meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.

Diane Bourdo, President of The Humphreys Group

Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients at The Humphreys Group to create lives that reflect their values. Diane is also a passionate champion of women; nothing is more gratifying to her than seeing a client discover, and step into, her financial power. She is the co-author of the book, “Rewriting the Rules: Telling Truths About Women and Money,” released in 2018.

If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
Get your free copy of the book today!

111 Sutter Street, Suite 525
San Francisco, CA 94104

We're on a mission to change the way the world thinks about women and money. Will you join us?