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.

 

Benjamin Hayes, Wipfli Hewins Investment Advisors
"My team and I help clients proactively plan for their future. We avoid focusing on short-term stock market ups and downs, and instead focus on what we can control — planning for retirement and making wise, disciplined and tax-efficient investment decisions."

Benjamin Hayes

Principal, Senior Financial Advisor

Green Bay