Wipfli Hewins | Hewins Financial Named a Top "Wealth Magnet" in AUM by Accounting Today

The national, CPA-based financial advisory firm placed seventh overall with approximately $3.76 billion in AUM.

Aug 27, 2015, 15:06 ET from Wipfli Hewins | Hewins Financial

REDWOOD CITY, Calif., Aug. 27, 2015 /PRNewswire/ -- Wipfli Hewins | Hewins Financial (Hewins) has placed seventh on Accounting Today's annual "Wealth Magnets List", which ranks the nation's top CPA financial planners by total assets under management (AUM).

Since 1999, Hewins has collaborated with Wipfli LLP, a leading, Midwest-based CPA firm, to provide clients with an integrated approach to wealth management. The firm has also expanded its service model and national footprint through strategic partnerships with other CPA firms, including DZH Phillips LLP and Fuoco Group.

According to Accounting Today, the rise of technology is a preeminent concern for CPA-based firms like Hewins, which continues to build its digital capabilities to evolve with clients' needs.

Aside from maintaining a strong presence through social media and its award-winning blog, OneBite, Hewins recently launched its new Client Portal App for iPad®, which gives clients instant access to portfolio data, account information and reports, conveniently from their tablets.

To aid its integrated service approach, Hewins also employs interactive planning to help clients visualize their long-term goals and expectations, and gain a comprehensive outlook of their financial picture.

"The CPA-based relationship is the cornerstone for everything we do," says Gretchen Halpin, Chief Strategy Officer at Hewins. "We understand the value our integrated approach can bring to our clients' lives, and supplementing that with interactive tools and technology creates convenient accessibility that they have come to expect."

To qualify, companies must be CPA firms that have a financial planning practice (including subsidiaries and affiliates); at minimum, one of the advisors in the practice be a licensed CPA. For the full list and ranking criteria, please view the original report.  

None of the awards or rankings discussed herein are indicative of future performance or representative of any client experience.

About Wipfli Hewins | Hewins Financial

Wipfli Hewins | Hewins Financial is a national, CPA-based advisory firm that has delivered objective advice to individuals and families, 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 Wipfli Hewins | Hewins Financial



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