Wipfli LLP Announces Merger with Elko & Associates, Ltd.
Wipfli Hewins Investment Advisors, a leading CPA-based financial advisory firm, accelerates growth through Wipfli/Elko merger.
SAN FRANCISCO, Jan. 13, 2015 /PRNewswire/ -- Wipfli Hewins Investment Advisors (Wipfli Hewins), part of Hewins Financial Advisors, LLC, is pleased to announce that Wipfli LLP, its affiliated accounting partner, has expanded its national footprint through a merger with Elko & Associates, Ltd., a public accounting firm serving clients in the Philadelphia area. With the merger, Elko brings its wealth management practice, which will now become part of Wipfli Hewins. The merger was finalized on December 31.
The Wipfli/Elko merger is projected to not only broaden Wipfli's national reach, but also its industry focuses. With the addition of Elko, Wipfli will establish a physical presence in the eastern United States through its new Northeast Regional Office. Elko's current managing director, Michael Pozielli, will become the region's partner-in-charge, bringing 12 new associates to that location.
The merger will position Wipfli Hewins to accelerate growth within its wealth management practice from its new base in Philadelphia. Over the past several years, Elko has worked closely with Wipfli Hewins to build their wealth management offering through OnCue Wealth Management Solutions, the firm's consulting practice for CPA-based wealth management practices. The practice will now become part of the Eastern Region of Hewins Financial Advisors, which also includes its South Florida Office.
"We are thrilled to welcome the Elko associates into the wealth management practice, as they join our Wipfli Hewins team," says Roger Hewins, President of Hewins Financial Advisors. "We are looking forward to working closely with their partners to develop our business with individuals, families and retirement plans in Philadelphia and the broader region."
About Hewins Financial | Wipfli Hewins
Hewins Financial Advisors, which includes Wipfli Hewins, was founded in 1999 and advises more than $3.5 billion in client assets. Based in San Mateo/San Francisco, the firm has teams of advisors in California, Minnesota, Wisconsin, Illinois, Florida and now Pennsylvania, and plans to expand across the U.S. with advisors and new partners that share its philosophy. For more information on Hewins Financial | Wipfli Hewins Investment Advisors and OnCue Wealth Management Solutions, visit wipflihewins.com and cuewms.com.
SOURCE Hewins Financial Advisors, LLC
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