Hewins Financial Teams with DZH Phillips Accounting & Advisory Firm

CPA-based financial advisory firm deepens its foothold in the CPA space

May 01, 2014, 13:00 ET from Hewins Financial Advisors, LLC

SAN FRANCISCO, May 1, 2014 /PRNewswire/ -- Hewins Financial Advisors, LLC (Hewins), a national CPA-based financial advisory firm, announced today a collaboration with DZH Phillips LLP Accounting & Advisory Firm (DZH Phillips) 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. 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 approximately $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 combining CPA and wealth advisory services creates an integrated-service approach to a client's financial picture, ultimately delivering a seamless experience for the client and eliminating gaps in the advisers' understanding of the client's needs.

On top of organic growth and strategic collaborations, Hewins was boosted by the launch of Key Access Services™, an emerging investor service offering for new wealth builders, and Cue Wealth Management Solutions, its turnkey asset management program and a strategic partnering platform for select CPA and RIA firms. 

"We're excited about our continued growth path.  We believe strongly that our consistency in our investment philosophy and our efficiencies in our business models have propelled us as a firm.  The strengths we've developed in the high-net-worth market have enabled us to extend our strategies, resources and capabilities to the emerging investor and business-to-business space. As the RIA industry continues to grow, I think we'll see more firms start to diversify their revenue streams this way," says Hewins' Chief Strategy Officer Gretchen Halpin.

About Hewins Financial: http://hewinsfinancial.com

About DZH Phillips: www.dzhphillips.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 indicative of future performance. Actual client experiences may materially vary.

SOURCE Hewins Financial Advisors, LLC