About Treehouse Wealth Advisors

Fresh approach. Positive mindset.

Be Passionate. Embrace Change. Defy Expectations.

We do what every financial services company says they do. We manage finances. That part hasn’t changed. But here’s where we depart from the old way of thinking.

Vision only comes from seeking a new perspective. We challenge tradition and seek out innovative opportunities. Where others rely on industry trends, we pursue new ideas. We align your values with your money. We strive to make a real impact. That’s the Treehouse Wealth difference.

Everyone is hired for a reason and given independence to do great things. We surround ourselves with smart people. To learn from one another, we share ideas openly and collaborate. We challenge the status quo and embrace change to find a better solution.

In the Media

Treehouse Wealth Advisors is dedicated to getting rid of the unnecessary jargon and complexity around investing so our clients can have more control of their financial future.

We’ve seen our mission in some of the most reputable and respected publications. We’ve been featured in Forbes, the New York Times, the San Francisco Chronicle, and more.

Our Story. Founded with Purpose.

Treehouse Wealth Advisors was built on a simple belief: money is a tool, not a destination. We help people navigate life’s biggest adventures with clarity, confidence, and a fresh perspective. In January 2025, we joined forces with The Humphreys Group, deepening our commitment to serving women and the people who matter most to them. Same mission. Stronger together.

The Treehouse Difference. Exemplary Service.

We focus on empowering our clients to invest their time and assets meaningfully. We are a team of advisors with the passion and drive to challenge the status quo and reinvent what it means to serve as a financial advisor.

Our clients are confident individuals that balance busy careers and family, and we provide the peace of mind and confidence that their financial picture is well taken care of behind the scenes. Being a client of Treehouse Wealth Advisors means being part of a strong network of individuals ready to propel each other forward in all of life’s endeavors.

Our Values. Ignite the Human Spirit.

We know that money is not the end game but rather the channel that enables purpose and passion. Going through the motions is not an option for Treehouse Wealth Advisors. Every relationship we have allows us to embrace life’s adventures and lead by example through grit and humble curiosity. Our client relationships provide us with opportunities to live our values every day. Values like: