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The Humphreys Group Announces Strategic Merger with Treehouse Wealth Advisors

In a significant development in the wealth management industry, The Humphreys Group, a B-Corporation known for its commitment to advancing women’s economic empowerment, has officially joined forces with Treehouse Wealth Advisors, a boutique firm located in Walnut Creek, California. This strategic partnership aims to elevate the financial services offered to clients, ensuring a brighter future for both firms and their clientele.

Diane Bourdo, CFP®, President of The Humphreys Group, expressed her confidence in this merger during the announcement. She emphasized that this decision emerged from rich deliberations focused on the long-term benefits for clients. "Treehouse Wealth Advisors shares our philosophy and values, highlighting the importance of tailored, compassionate financial planning," she stated. Bourdo is preparing for her retirement in the next 2-3 years and views this partnership as a vital part of ensuring continuity for clients.

The merger reflects not just a business transaction, but also a cultural alignment between the two firms. Bourdo chose to collaborate with Beyond AUM, a wealth management consulting firm committed to meaningful matchmaking, to explore partnership options that emphasize cultural fit as much as financial metrics. "Through this process, it was essential to adhere to our foundational values, which have always guided The Humphreys Group," she added.

The collaboration intends to bolster the array of services available to clients. Notably, The Humphreys Group will maintain its San Francisco office while adding the Walnut Creek location to enhance client access in the metro-Bay Area. This move also ensures that all employees from both companies have a defined role and future in the new organization.

Treehouse Wealth Advisors, led by Julie Meissner, is recognized for its innovative approach to finance. The firm is dedicated to creating a supportive environment that empowers clients—especially female investors and those undergoing life transitions such as divorce or retirement—by providing customized wealth management solutions. Meissner expressed excitement about the merger, highlighting the opportunity to broaden impact through shared values and collaborative engagement.

The Humphreys Group has long prided itself on empathetically addressing client concerns and needs. This merger promises to build upon that tradition. With a focus on long-term planning and sophisticated investment management, the new organization is set to continue empowering female investors, providing avenues for dialogue and ESG investment opportunities, all aimed at a well-rounded financial strategy.

The principles guiding this transition include communication, collaboration, and client feedback, ensuring that client needs remain at the forefront throughout the development of the merged entity. As both firms unite, they hope not only to enhance existing client services but also to create new opportunities and resources, embodying a commitment to social responsibility and women’s empowerment.

In summary, the merger between The Humphreys Group and Treehouse Wealth Advisors represents a bold step forward in not just wealth management, but also in fostering a culture where women can thrive both personally and financially. The partnership stands as a testament to the power of strategic alliances, alignment of values, and a shared commitment to enhancing the financial landscapes for all clients, particularly women.

About The Humphreys Group

Founded in 1983, The Humphreys Group is a women-owned and operated wealth management firm based in San Francisco, California. It is a Certified B Corporation known for its dedication to environmental, social, and governance (ESG) investing practices. The firm's focus on engaging conversations and ESG opportunities mirrors its commitment to addressing client values and aspirations.

About Treehouse Wealth Advisors

Treehouse Wealth Advisors is a women-led financial advisory firm based in Walnut Creek, California. It specializes in creating personalized financial solutions for clients who are innovators, change-makers, and builders of legacies. The firm's emphasis on relationship-driven experiences has earned it the trust of clients across generations.