Wipfli Hewins Investment Advisors, LLC, is a joint venture established by Wipfli LLP, and Hewins Financial Advisors, LLC, to provide fee-only investment management consulting services to Wipfli clients and others in Wisconsin and Minnesota. Wipfli Hewins consultants support their clients from Wipfli offices throughout the region.

Wipfli Hewins provides sophisticated, objective investment counsel and services to families, endowments and foundations, and retirement plans. These clients, with investable assets from one million to several hundred million dollars, benefit from the same depth and quality of investment management consulting services employed so successfully by multi-billion-dollar institutional investors.

The investment advisory services of Hewins blend seamlessly with Wipfli’s tax planning and preparation, estate planning, business consulting, and financial planning to deliver one-stop financial advice for busy CPA clients who need services managed efficiently and coordinated intelligently. 

What sets Wipfli Hewins investment advisors apart from other financial advisory firms?  

• A disciplined five-step process
• Fee-only objectivity--no conflicts of interest
• Superior investment resources
• Minimized taxes and potential tax “surprises”

At Wipfli Hewins, we take the time to listen to you and understand what you want in an investment program. Together we explore your needs, financial plans, and long-term goals. You will have access to a broad range of high-quality, low-cost investment alternatives that fit your needs, so you can make informed decisions based on clear, thoughtful recommendations.

Click here to learn more about what Wipfli Hewins Investment Advisors can do for you.