Hewins Financial Advisors Named to Inc. 5000 for the Second Consecutive Year

The national, CPA-based financial advisory firm ranks 4,472nd fastest-growing overall.

Aug 19, 2015, 11:06 ET from Hewins Financial Advisors

REDWOOD CITY, Calif., Aug. 19, 2015 /PRNewswire/ -- Hewins Financial Advisors (Hewins) has been named to Inc. Magazine's 34th annual list of the nation's 5,000 fastest-growing private companies. In its second consecutive appearance on the list, Hewins placed 4,472nd overall, backed by a three-year sales growth rate of 58 percent.

The firm's notable growth serves as a reflection of the financial services sector, which emerged as the fourth fastest-growing industry on Inc.'s list. Hewins placed 222nd among its peers and captured the 38th spot among Registered Investment Advisors (RIAs), an industry segment that has gained considerable traction in recent years.

It is Hewins' position as an objective, fiduciary RIA that has helped spur its growth, as well as its comprehensive approach to financial planning and wealth management. In collaboration with Wipfli LLP, a leading, Midwest-based CPA firm, Hewins has distinguished itself by offering robust, integrated services and advice solely focused on improving clients' financial wellbeing.

"As a CPA-based advisory firm, we recognize that there are many facets to our clients' financial lives," says Gretchen Halpin, Chief Strategy Officer at Hewins. "Our growth is a testament to this integrated approach and to the work of our dedicated team members, who are constantly challenging themselves to find better financial solutions for our clients."

The 2015 Inc. 5000 is ranked according to percentage revenue growth for the years 2011 to 2014. To qualify, companies must have been founded and generating revenue by March 31, 2011. Each company had to be U.S.-based, privately-held, for-profit and independent — no subsidiaries or divisions of other companies — as of December 31, 2014.  To be included on the 2015 Inc. 5000, Hewins paid a submission fee.  For the full list and ranking criteria, please view the original report. Rankings are not indicative of future performance or representative of any client experience.

About Hewins Financial Advisors

Hewins Financial Advisors is a national, CPA-based advisory firm that has delivered 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, providing a range of services that include financial planning, investment advisory, tax and estate coordination, and more.

 

SOURCE Hewins Financial Advisors



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