Wipfli CPAs & Consultants
Wipfli ranks among the largest accounting and business consulting firms in the United States, with 16 offices across Wisconsin and Minnesota. For over 75 years, Wipfli has helped individuals and businesses streamline processes, improve performance, leverage the right technology, and increase financial success and growth. In a strategic partnership with Wipfli Hewins Investment Advisors, Wipfli provides our advisors with the breadth and depth of a leading accounting and consulting network. Particularly helpful are their resources in the areas of estate planning, financial and tax planning, consulting for small business owners, and benefits consulting and third party administration for pension plans.

Callan Associates
Callan is an institutional investment management consulting firm based in San Francisco that supports fund sponsors, investment managers and financial intermediaries to improve their decisions and results. Wipfli Hewins Investment Advisors is a member of Callan's Independent Adviser Group (IAG) and benefits from this broad base of investment knowledge and experience, money manager searches and databases, asset allocation models, performance analytics and reporting tools and world class resources employed by the largest institutional investors.

Dimensional Fund Advisors (DFA)
DFA manages assets exclusively for institutional investors and the clients of approved Registered Investment Advisors. Its globally-based staff supervises portfolios 24 hours a day and brings a new dimension to portfolio design for Wipfli Hewins Investment Advisors clients. Their extensive access to academic research facilitates discussion of existing investment strategies and opportunities for innovation in order to provide the most value and highest performance for clients.

Charles Schwab & Co., Inc.
With more than 300 U.S. branch offices offering securities and corporate and retirement services, Schwab is a preferred custodian for many Wipfli Hewins Investment Advisors clients. Schwab Institutional provides custodial, operational and trading services to independent investment advisors.