At The Humphreys Group, we are committed to creating opportunities for women to have authentic conversations about personal finance beyond the numbers.
When we are able to discuss money through the lens of our personal narratives, we are able to gain a deeper understanding of our relationships with money. When our money and values are in alignment, we are happier, more conscious of, and more engaged with our own financial management. This not only leads to a more robust portfolio, but better financial outcomes overall.
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 shared our mission and our expertise 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.
In the GOBankingRates article on Social Security spousal benefits, The Humphreys Group Director of Financial Planning, Lexi Olian, makes a case for waiting until retirement
On Lifeblood, one of the top podcasts on investing, Humphreys Group CFP, CFPC and Financial Advisor Hallie Kraus talks to host George Grombacher about her
In Advisor Perspectives, The Humphreys Group President Diane Bourdo, CFP® discusses why her wealth management firm decided to become a B Corp, and why other
“New Planner Podcast” recently featured Hallie Kraus, a financial planner at The Humphreys Group. New Planner Recruiting, LLC is a full-service recruiting and consulting firm
InvestmentNews has recognized Diane Bourdo, CFP®, President of The Humphreys Group, as a 2020 Women to Watch honoree. As one of the 20 prestigious winners,
Being the breadwinner is historically new for women. So how do we navigate fiscally unequal relationships, when behavioral norms are still in formation? In Forbes,
In WealthManagement.com, financial advisory firms, including The Humphreys Group, share the challenges they’ve faced in trying to reopen their physical offices. “As advisors gingerly try
M.M.LaFleur’s digital magazine The M Dash provides a rich and diverse portrait of today’s purposeful woman. In their recent article, “How to Rally When You
Diane Bourdo, CFP®, president of The Humphreys Group, was on the LifeBlood podcast, hosted by George Grombacher. In this episode, they talked about the realities
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!
