DZH Phillips Accounting & Advisory Firm Teams with Hewins Financial

Collaboration with CPA-based financial advisory firm deepens its holistic approach to wealth management

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Apr 30, 2014, 03:00 ET

SAN FRANCISCO, April 30, 2014 /PRNewswire/ -- DZH Phillips accounting & advisory firm (DZH Phillips LLP) announced today the collaboration with Hewins Financial (Hewins), a national CPA-based financial advisory firm, to launch DZH Phillips Wealth Management. DZH Phillips was recently ranked in the San Francisco Business Times as the 15th Largest Accounting Firm in the Bay Area, while Hewins has been named as a leading RIA firm by Financial Planning's "RIA Leaders", ranking 27th in total assets under management and 26th fastest growing RIA in the January 2014 report. With nearly $3 billion in assets under management, and $856.1 million in growth from 2011 to 2013 (data via Sept. 2013 ADV filings), Hewins ranks as a leading national firm occupying the "upper echelon of a variegated field of more than 19,000 RIAs nationwide," as stated in the editor's introduction of the report on Financial Planning.

The collaboration comes with a keen understanding that combined CPA and wealth advisory services create an integrated-service approach to a client's financial picture, ultimately delivering a seamless experience for the client and eliminating gaps in advisers' understanding of the client's needs.

DZH Phillips' proactive solution-based approach has always been a part of the mindset at the accounting firm. The collaboration with Hewins expands the firm's breadth of services and resources in the wealth management space; staying true to their goal of helping their clients grow and prosper.

"Our CPA-based model draws on specialization in many areas. In addition to our investment advisory services and comprehensive financial planning, we draw on resources with expertise in tax planning, business consulting, non-profit consulting and estate planning. We work with your trusted advisors as an integrated part of our investment advisory team, providing a unified approach to help you manage your financial life," says Lawrence Wood, Managing Partner at DZH Phillips LLP.

About DZH Phillips:

DZH Phillips LLP is the fifteenth largest accounting and advisory firm in the San Francisco Bay Area, with offices in San Francisco and Oakland. The firm provides a full range of accounting and audit services and maintains an extensive knowledge of tax strategies, audit best practices, wealth management and business advisory expertise to serve the needs of businesses, nonprofit organizations, families and individuals. www.dzhphillips.com

About Hewins Financial:

Hewins Financial Advisors, LLC is a national, CPA-based wealth management and financial advisory firm that has delivered sophisticated, objective advice to high-net-worth individuals and families, small businesses and retirement plans since 1999. Hewins provides clients with sophisticated investment and tax management strategies developed to meet the highest fiduciary standards, with a range of holistic solutions like transition planning, tax and estate coordination, financial planning and investment advisory services. www.hewinsfinancial.com

Financial Planning's full 2014 rankings are available at http://cdn.financial-planning.com/media/pdfs/top_100_RIA_firms.pdf. The introductory article cited above, with additional criteria for consideration and methods, can be found at http://www.financial-planning.com/fp_issues/44_01/ria-leaders-100-top-fee-only-firms-2687598-1.html?zkPrintable=1&nopagination=1. Past performance is not an indicator of future performance. Actual client experiences may materially vary.

SOURCE DZH Phillips