
The Humphreys Group
The Humphreys Group is a women-owned and operated wealth management firm dedicated to empowering women to achieve financial success.
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The Humphreys Group is a women-owned and operated wealth management firm headquartered in San Francisco, California. They specialize in providing financial planning and investment management services tailored specifically for women, focusing on their unique needs and goals. Their commitment to "investing like a woman" emphasizes a long-term, holistic approach to finances, incorporating a focus on values and aspirations. They also champion ESG investing, aligning investments with clients' social and environmental values.
The Humphreys Group stands out for its dedication to women’s empowerment. They provide a supportive environment for women to discuss their financial concerns, gain financial literacy, and develop a strong sense of control over their financial futures. Beyond financial services, they engage in community outreach, providing pro bono services and supporting organizations that align with their values. Their mission is to create a positive impact in the world, not just through financial success, but through meaningful social responsibility.
Benefits
The Humphreys Group is a Certified B Corporation and advocates for social responsibility. While the website does not specifically list employee benefits, it does state they participate in group volunteering and donate a portion of their profits to local nonprofits. It is likely they offer a competitive benefits package as part of their commitment to a positive work environment and ethical practices.
Mission
The Humphreys Group is a women-owned and operated wealth management firm dedicated to empowering women to confidently navigate their financial lives. They specialize in personalized financial planning and disciplined asset management, offering resources to help clients balance their financial support for loved ones without compromising their own financial well-being. The firm is a champion of ESG investing and promotes a fresh perspective on money management rooted in acceptance and positivity.
Culture
The Humphreys Group cultivates a culture of empowerment and inclusivity, particularly for women. They prioritize empathetic and expert financial advice, recognizing the emotional complexities surrounding money. This is reflected in their focus on serving women at different stages of life, their commitment to ESG investing, and their dedication to community outreach and pro bono work. They promote a collaborative and supportive environment, encouraging open communication and a long-term perspective on financial planning.
DE&I
The Humphreys Group is a women-owned and operated wealth management firm dedicated to serving women and the LGBTQ+ community. They believe in creating a financial landscape where women's unique strengths and concerns are the norm. The company is a certified B Corporation, which means they meet rigorous standards of social and environmental performance, accountability, and transparency. They are committed to promoting diversity, equity, and inclusion within their firm and the wider community.
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