The Humphreys Group: A Leading Financial Advisory Firm
The Humphreys Group is a highly reputable financial advisory firm that has been providing expert wealth management services for over 35 years. The team at The Humphreys Group is composed of dedicated and experienced financial professionals who are committed to helping clients achieve their financial goals.
How the Advisor Helps Clients: Key Takeaways
- Provides personalized financial planning and investment management services
- Focuses on long-term, holistic financial goals rather than short-term gains
- Offers ongoing support and education to clients to help them make informed financial decisions
- Empowers clients to take an active role in their financial planning and investment management
Facts and Insights
With over $1 billion in assets under management, The Humphreys Group is a well-respected and established financial advisory firm in the industry. The firm is known for its client-centric approach and commitment to upholding the highest ethical standards.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 35+ years |
Financial Services Offered
The Humphreys Group offers a comprehensive range of financial services to help clients achieve their long-term financial goals. Some of the key services offered include:
- Personalized financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
- Charitable giving and philanthropic planning
- Business succession planning
Client Types
The Humphreys Group works with a diverse client base, including high-net-worth individuals, families, and small business owners. The firm also has extensive experience working with clients from all walks of life, including those from the LGBTQ+ community.
Fees & Compensation
The Humphreys Group takes a transparent and objective approach to fees and compensation. The firm charges a percentage of assets under management for investment advisory services, and there are no hidden fees or commissions. The firm also offers hourly rates for certain financial planning and consulting services.
Background
The Humphreys Group was founded in 1984 by Peggy Ruhlin, a pioneering woman in the financial advisory industry. With her expertise and leadership, The Humphreys Group has grown into one of the most respected and successful financial advisory firms in the country. The firm is currently led by CEO and President Diane Bourdo, who is also highly regarded in the industry for her expertise and commitment to empowering women in finance.
Financial Advisor Disclosures to Know
As a trusted financial advisor, The Humphreys Group is committed to transparency and strives to maintain open and honest communication with clients. Some key disclosures to be aware of include:
- Firm is a Registered Investment Advisor with the Securities and Exchange Commission (SEC)
- The firm’s advisors may earn additional compensation from the sale of products such as insurance or annuities
- The firm’s advisors are not allowed to receive commissions or other compensation for recommending specific investment products
- The firm has no legal or disciplinary actions against it or its advisors
In conclusion, The Humphreys Group stands out as a leading financial advisory firm that puts clients’ best interests first. With a team of dedicated and experienced professionals, a comprehensive range of services, and a commitment to upholding the highest ethical standards, clients can trust The Humphreys Group to help them achieve their financial goals. Contact them today to see how they can help you on your financial journey.