Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.

 

Lora Murphy Wipfli Hewins Investment Advisors
"Building a relationship with my clients and partnering with them to make thoughtful decisions about their financial future is my passion. I find working closely with my clients very rewarding."

Lora Murphy

Principal, Senior Financial Advisor

Chicago, Milwaukee