Look who’s on the move! This year, we ranked sixth on Accounting Today’s list of the Top 150 “Wealth Magnets” for 2017 — up one place from 2016. The publication ranks the industry’s top CPA-based wealth management / financial planning firms by assets under management (AUM) on an annual basis.
On behalf of our entire firm, we’d like to dedicate this recognition to our team members at Wipfli LLP and to our clients. We are grateful for your continued support and for giving us the opportunity to live out our passion every day — helping you achieve your financial goals.
At Hewins Financial | Wipfli Hewins, “traditional” investing isn’t exactly our style. We don’t chase after returns or spend time speculating which country will be the next top performer — or which company will be the next Apple or Google. We believe there's a better way.
This five-minute video — narrated by Rafia Hasan, Director of Investments — will provide you with a high-level overview of the evidence at the core of our philosophy, and how we use those findings to help provide you with a rewarding investment experience.
We are honored and humbled to be included among the Financial Times’ 300 Top Registered Investment Advisers (RIAs) for 2017. This is our firm’s first appearance on the list, which recognizes an elite group of leading, independent RIAs from across the United States. None of our growth or success would be possible without the support of our loyal clients, partners and team members!
Three cheers for three new additions to our ownership team for 2017! Speaking on the promotion of these team members to Principal, Chief Practice Officer Brad Mueller noted: “Erika, Mark and Thuong each exemplify our core values, service-focused culture and steadfast commitment to improving the financial lives of our clients.” We couldn’t agree more — please join us in congratulating them on this achievement!
As a company with nearly 50 percent our advisors being women, Hewins Financial | Wipfli Hewins clearly believe that gender diversity in the workforce translates into tangible business benefits. This month, Chief Strategy Officer Gretchen Halpin spoke at length about our firm’s perspective and experiences as a panelist at Financial Advisor Magazine's Magazine’s Invest in Women Conference, and most recently, at NAPFA's 2017 Conference.
It’s here! Wipfli CPAs and Consultants has announced the launch of its newly redesigned website, which boasts a streamlined, mobile-friendly user experience and navigation, plus easy access to cutting-edge content and insights from industry thought leaders.
Are you a small business owner looking to scale past the start-up phase? A budding entrepreneur who’s ready to act on a business idea? Don’t miss this year’s Small Business Strategies Roundtable, where you’ll get inspiring advice from the driving forces behind three of Minnesota’s fastest-growing companies.
We’re pleased to announce that eMoney Advisor has appointed Lora Murphy, principal and senior financial advisor in Chicago and Milwaukee, to its Advisory Board for 2017. Please join us in congratulating Lora on this major recognition! You can see the full story here.
We’re on a mission to make financial literacy fun — and what better way to test our expertise than with a presentation to more than 350 middle-school students? Learn more about one of our most exciting Money Smart Week events to date:
We're excited to unveil a new, two-part editorial collaboration with our friends at Dimensional Fund Advisors, which explores one of the industry's most buzzed-about topics: technology and the financial markets. Read the full piece on OneBite.