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Learn more about Wipfli Hewins Investment Advisors. We will add regular news and announcements here to keep you informed about our company, its growth and our people.


Firm News

  • Press Release: Dean Stange Joins Wipfli Hewins Investment Advisors, LLC (February 26, 2012)

  • Press Release: Nate Wenner Designated as a 2012 Premier Advisor in Minneapolis/St. Paul by the National Association of Board Certified Advisory Practices (NABCAP) (February 24, 2012)

  • Press Release: Author Kevin Benner to Speak at Hewins Financial Advisors' "Invest in Yourself" Women's Luncheon Series (February 21, 2012)

  • Hewins Financial Advisors, LLC (Hewins) has achieved the ranking of #33 in the Billion Dollar Club by assets under management in Financial Advisor's 2011 RIA Ranking survey sponsored by Security Benefit, a Guggenheim Partners Company; and affiliate Wipfli Hewins Investment Advisors ranked #22 in the Top Fifty Fastest Growing Firms*. This ranking was also mentioned in the Rockford Register Star.

    *Financial Advisor magazine's 2011 RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for 2010 on their ADV and the percentage growth in assets from 2009-2010.

  • A brief article regarding the first installation of our "Invest in Yourself" Women's Luncheon Series was featured in The San Mateo Daily Journal on Thursday, July 28, 2011. The luncheon series, hosted by Senior Vice President, Colleen Jordan Hallinan, is dedicated to empowering women in their financial and personal lives. Click here to read highlights of the first of many exciting events to come. Click here for PDF version.

    If you are interested in learning more about the series, or would like an invitation to upcoming lunches please contact Diana Willson at 888.520.3040 or [email protected].

  • We are pleased to announce that LCV Wealth Management, Ltd has joined Wipfli Hewins Investment Advisors, LLC. This acquisition has resulted in the addition of a new Wipfli Hewins office in Rockford, IL, further expanding the firm's presence in the Midwest. We are also very pleased to welcome Scot Roche, J.D., CPA, PFS and Lisa Berlage, CFP®, MBA of LCVWM to the Wipfli Hewins consulting team. Scot joins us as a Principal and Regional Director. Scot concentrates his practice on Investment Advisory Services, Estate Planning, Tax Planning, and Risk Management Planning. Lisa joins us as a Senior Associate Consultant. Lisa focuses on delivering exceptional support for our high net worth clients in the Rockford area.
    Read Merger Announcement

  • Roger Hewins and John Bussel (a Principal of Hewins Financial Advisors from Miami), traveled abroad the week of November 14, 2010. They attended an "Innovation Summit" in Israel, founded and hosted by a charitable organization called Beit Issie Shapiro. Beit Issie Shapiro is a national, multi-purpose organization that develops and provides services for children and adults with developmental disabilities.

    Israel Innovation Summit - November 14-18, 2010
    Directed by Dan Senor and Saul Singer, co-authors of Start Up Nation: The Story of Israel's Economic Miracle. The Summit will spotlight the best of Israel in business, high tech and social entrepreneurship.

    Blog - Day 1 | Blog - Day 2 | Blog - Day 3 | Blog - Day 4 | Blog - Day 5

    Watch Charlie Rose's interview with Shai Agassi, CEO of Better Place


  • Wipfli Hewins Investment Advisors is pleased to announce that Julie Nichols has been named Managing Director. Since 2001, Julie has been with the firm as a consultant and Director of Financial Planning, serving individuals, families and retirements plans in the Milwaukee area. In her new role, Julie will also be responsible for development and implementation of systems to ensure that every office in our nationwide network provides consistent, efficient and top quality service to each of our clients.

  • The new tagline of Worth Magazine – The Evolution of Financial Intelligence – closely parallels Wipfli Hewins Investment Advisors' commitment to providing education and new ideas as well as traditional investment advice. In that spirit, Roger Hewins, John Bussel and Colleen Jordan Hallinan were thrilled to provide a response to the question, "I have become much warier of risk in my investment portfolio, but I also do not want to be too cautious. What is your advice?" in the October-November 2009 issue of Worth Magazine.

  • In the Spring-Summer 2009 premiere edition of Worth Magazine, Hewins Financial Advisors was featured as a Leading Wealth Advisor. To be included, every firm and individual was vetted by Worth researchers and analysts through PaladinRegistry.com, a leading information services company. In a three-page spread, Roger Hewins, John Bussel and Colleen Jordan Hallinan provided information about their services, our firm and an answer to the question, "How do you assure clients that your recommended investments are appropriate?"

  • Wipfli Hewins, Hewins Financial Named Top Wealth Manager
    For the 5th consecutive year, Wipfli Hewins Investment Advisors and Hewins Financial Advisors ranked among the top wealth management firms in the country. We ranked 77th out of 407 firms participating in a more extensive survey by Wealth Manager Magazine. The annual survey ranks wealth management firms based on average assets under management.

  • Wipfli Ranks 5th in the Country in Assets Under Management for CPA Firms
    In a recent survey of CPA firms with wealth advisory units, Wipfli LLP ranked 5th nationwide in total assets under management. Accounting Today - CPA Wealth Provider based the ranking on 132 participating CPA firms. An article July 20, 2009, titled "Wealth Magnets" reported that the top 10 firms, including ours, manage $25 billion of the $40 billion total assets reported in the survey. To read the article, click on the title of the magazine.

  • Hewins Financial Advisors was profiled in the May 11, 2009 issue of Forbes magazine. The feature was titled "Putting Clients First: Hewins Financial Advisors has an extraordinary commitment to investors."

Our People in the News

  • Janice Deringer, Consultant and Investment Committee Member, is featured as a guest writer for the Women's Center for Leadership blog. Janice will deliver a series of insightful articles centering on the topic of women and finance. Janice's dedication to empowering women in their financial and personal lives continues in this valuable series. Click here to review the first of many great postings to come.

  • Wipfli Hewins Principal and Regional Director, Ed Drake, MSFP, CFP has been awarded the Accredited Estate Planner® (AEP®) designation. In order to achieve this accreditation by the National Association of Estate Planners & Councils (NAEPC), the applicant must submit a detailed account of his credentials and experience to the NAEPC board who reviews the information for accuracy and to verify that it meets the required standards in each area. The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local Estate Planning Councils focused on building a team approach involving cross-professional disciplines to better serve the public's need in estate planning.

  • Karl Schwartz, CPA, CFP®, Senior Associate Consultant at Wipfli Hewins Investment Advisors, LLC in La Crosse, WI has been accepted as a NAPFA member by the National Association of Personal Financial Advisors (NAPFA). NAPFA is the largest organization of fee-only advisors in the nation and requires the some of the highest standards of proficiency and transparency in the industry, as well as a strict commitment to the fiduciary standard. Schwarz has also been named as an MD Preferred Service Award recipient. Every MD Preferred Financial Advisor is a fee-only, SEC-registered fiduciary that must meet rigorous professional and ethical standards to eliminate any potential conflict of interest. Karl is one of fewer than 500 financial planners nationwide that has received the MD Preferred Service Award.

  • Wipfli Hewins is proud to announce that Nate Wenner has recently achieved Preferred Status with the MD Preferred Service Network through the National Association of Personal Financial Advisors (NAPFA). Specifically for physicians seeking fee-only financial advisors, this network accepts NAPFA members through a stringent application and review process to determine professional competency and comprehensive financial planning skills.

  • Nate Wenner was featured in the column Pay Dirt in the November 15, 2009 issue of the Star Tribune. The title of the article was "Allowance rules, math can be tricky."

  • The 2009 Stanley C. Myers Presidents' Leadership Award (photo) is named for Stanley C. Myers, the late Founding President of the Greater Miami Jewish Federation, and is given annually to two dynamic young Jewish leaders who have demonstrated outstanding service to Miami's Jewish community. Among this year's honorees was our own John Bussel.

  • Nate Wenner wrote the Star Tribune article, "Stock-market lemmings too often lose money" which ran on March 29, 2009. Nate talks about the importance of investors working with an advisor who knows you and the details of your situation and goals. Resisting the urge to follow the crowd or the market is essential. Each person has their own appropriate asset mix, based on their individual situation and planning circumstances.

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