We don't make you feel like you are on the clock. We are there for you – interested in you and your investments – and want you to be confident we'll handle all aspects of your financial world.
Hewins Financial Advisors serves individuals, families, smaller institutions and pension plans with the following needs:
- Investment Consulting – Our clients typically use their portfolios to meet current as well as future life goals, to improve cash flow and to increase net worth. Hewins designs optimized portfolios with multiple asset classes while remaining independent of money managers and commissions. Our fee-only wealth management strategy is designed to guide your financial decisions with efficiency and at the lowest possible cost.
- Financial Planning – Our clients look to Hewins for sophisticated financial planning that encompasses their personal and professional goals. We'll work alongside your CPA, attorney and other advisors to integrate your wishes with tax and investment decisions.
- Investment Policy – Institutions rely on Hewins to develop an investment policy statement (IPS) to direct the management and growth of assets, including retirement plans, trusts, donor proceeds and other reserves.
Hewins provides you with the high level of service and personal attention that large institutions have long enjoyed, with resources such as those of Wipfli, Callan Associates, DFA and Schwab Institutional.
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