We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
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.
The Humphreys Group, a B-Corporation and boutique wealth management firm recognized for its dedication to advancing women’s economic empowerment, is proud to announce a strategic
Hallie Kraus, CFP®, CRPC®, and Financial Planner at The Humphreys Group, was recently featured in a Yahoo! Finance article titled “How Much Should I Contribute
Diane Bourdo, CFP®, President of The Humphreys Group, was recently interviewed by Senior Contributor Larry Light at Forbes to discuss her book titled Rewriting the
Diane Bourdo, CFP®, President of The Humphreys Group, was recently featured in an article on GOBankingRates titled “7 Ways To Know You’ve Found the Right
Diane Bourdo, CFP®, President of The Humphreys Group, was recently featured in an article titled “6 Money Moves You Must Make When You Get Married,”
Hallie Kraus, CFP®, Financial Planner at The Humphreys Group recently contributed to the article, “Nearly Half of Gen Z Thinks It Can’t Reach The Middle
Alexis ‘Lexi’ Olian, CFP®, Director of Financial Planning at The Humphreys Group has been recognized by AdvisorHub in their 2024 Advisor to Watch annual ranking
Diane Bourdo, CFP and President of The Humphreys Group, was recently featured in an article on Investopedia titled How to Financially Support Loved Ones Without
The Humphreys Group is excited to announce its feature in a recent MarketWatch article titled “Women Money Myths are the Subject of a New eBook
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!
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
