Dedication

"I have a strong passion to see people retire in the most financially successful manner possible. As the investment advisor to their retirement plan, it is critical that I operate at the highest levels of ethics and integrity. The Hewins platform offers a powerful combination of services and resources that are hard to beat."

Bryan's educational achievements and entrepreneurial mindset have led to tremendous success in investment services. His approachable style is likely another reason that business owners have trusted his financial expertise and advice for more than two decades.

Bryan Webster, AIF®, CFP®, CRPS®, MBA*, joined Hewins Financial Advisors in 2007 as Managing Director of Retirement Plan Services after moving through the ranks of marketing and leadership positions within the small business, business insurance and retirement planning divisions of Ameriprise Financial. This major career decision was a result of Bryan's strong desire to provide the businesses with which he works the best possible qualified and nonqualified plan solutions available in the market today.

"I really believe in what we're doing at Hewins Financial," Bryan says. Here are a few of his reasons:

• Clients come first, period! Many firms may say that. We not only say it, we execute on that valued mission every day. This firm cares very deeply about the clients who we have the privilege of serving.
• We are skilled at dealing with all matters that relate to fiduciary liability and responsibility (we even sit on the client's side of the table, acting as co-fiduciaries assuming as much risk and liability as they do).
• We make things very easy to understand for plan participants, speaking to them in plain English and not industry jargon.
• We offer access to one of the industry's leading independent investment advice institutions. We are very disciplined in our investment approach in that we don't chase hot performing investments (studies show "top performing" funds often cycle down in performance in subsequent years).
• As a truly independent firm, we are entirely non-conflicted in that our only source of revenue comes directly from our clients, not from "the house."

As a nationally recognized speaker, Bryan has presented at numerous financial industry conferences on topics ranging from strategic marketing and tactical business development to the intricacies of qualified plan design. Bryan's experience with business valuation, business succession planning, executive benefits and business financial and tax planning strategies helps to provide a 360 degree view for the clients he serves.

A Career in Retirement Planning and Advising

• Ameriprise Financial
  - Business Financial Advisor
  - Region Vice President, Retirement Plans
  - Region Director, Risk Management
  - Marketing Manager, Small Business Owner Segment
  

Education

• College for Financial Planning – Certified Financial Planner (CFP®)
• College for Financial Planning – Chartered Retirement Plans Specialist (CRPS®)
• Fiduciary 360 – Accredited Investment Fiduciary (AIF®)
• University of Minnesota – Master of Business Administration
• Mankato State University – Bachelor of Science

* Accredited Investment Fiduciary, Certified Financial Planner™, Chartered Retirement Plans Specialist, and Master of Business Administration

Contact Bryan
952-548-3429
bwebster@hewinsfinancial.com

Download Bio

[ Back ]