About Us

Learn all-about our all-woman, fee-only financial planning firm headquartered in San Francisco.

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We decided to become financial advisors because we believed — and still believe — in a few concrete facts:

  • Women are already good at money.
  • When you align your values and money, you achieve better financial outcomes.
  • Women are powerful and, as such, they deserve powerful financial advice.
  • At The Humphreys Group, we champion women and help them harness their innate financial strengths through an honest, empathetic, and smart approach to wealth management.

In the Media

The Humphreys Group is dedicated to getting rid of the unnecessary jargon and complexity around investing so female investors can have more control of their financial future. 

We’ve seen our mission in some of the most reputable and respected publications dedicated to women and money. We’ve been featured in Forbes, the New York Times, the San Francisco Chronicle, and more. 

Our Story

Founded in 1983

By Henrietta, “Henri,” Humphreys, a trailblazer in the field of fee-only financial planning.

Women-Owned and -operated
Focused on serving women — their unique financial needs and priorities, their perspectives, their aspirations, and their strengths.
Champion of ESG Mutual Funds
Not just a believer in impact investing; an investor in ESG mutual funds for more than 20+ years.
Steadfast Firm Values

We believe that women are already good at money. That women are powerful and, as such, they deserve powerful financial advice.


Giving Back

Everyone on The Humphreys Group team lives in San Francisco, so we have no shortage of organizations we want to support with our time, talent, and resources. We commit to closing the office three to four days per year to do community service as a group. We provide financial support to organizations from the firm as a whole and at the direction of each of us, individually. We also regularly provide pro bono financial planning to underserved communities.”
our values

Certified B Corporation

B Corps are putting people and the planet before profits, building a more inclusive and sustainable economy, and redefining what it means to be successful in business.

That’s why we’re so pleased that we have earned the prestigious B Corp certification.

What it Means
What It Takes