Our story

Independent advice from the very beginning.

The Henrietta Humphreys Group was founded in 1983 by Henrietta Humphreys, a pioneer in the field of fee-only financial planning. Henrietta began by providing comprehensive financial planning to individuals and families, and in 1986 added investment management to the firm’s services. Diane Bourdo joined the firm in 1989 and became a Principal in 1993. During the 16 years that Diane and Henrietta worked together, they developed the principles, philosophy and discipline that serve as the core values of the firm to this day. Following Henrietta’s retirement at the end of 2004, Diane assumed the role of President, and the name of the firm was shortened to The Humphreys Group. Under Diane’s leadership, the firm has continued to grow and enhance its wealth management offerings while maintaining a strong commitment to personalized client service.