Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. Hewins does not provide tax, accounting or legal services.
Information presented on this Website is general and educational in nature. Nothing on this Website should be interpreted as the receipt of, or as a substitute for, personalized investment or planning advice from Hewins. To the extent that a reader has any questions regarding the applicability of any specific issue discussed herein to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Hewins cannot be deemed engaged for any services until a written Investment Advisory Agreement, or a similar engagement document, has been entered into between Hewins and a prospective client.
The views expressed by authors of blogs, commentaries, articles and similar materials are the authors’ alone and do not necessarily represent the views of Hewins or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Hewins, and Hewins does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Hewins of the third party or any of its content or use of its content. The standard information provided in any such material is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, tax accountant, attorney or other professional.
Any data that represent past investment performance, hypothetical or actual, are not indicative of future results. Performance can never be guaranteed. Investments can lose value, including the principal amount invested; and investments are subject to numerous risks, a detailed description of which is available in Hewins’ Form ADV Part 2A as described above. When any indices are presented or referenced, the reader should know that historical returns of indices do not reflect applicable transaction, management or other fees, the incurrence of which would decrease historical performance results. Indices are unmanaged and it is not possible to invest directly in to an index. Index information has been compiled by Hewins from sources Hewins deems reliable but has not been independently verified. Historical performance results for investment indices and/or categories have been provided for general comparison purposes only. Any charts and graphs represented herein are for informational purposes only and cannot in and of themselves be used to determine which securities to purchase or sell, or when to purchase or sell securities.
Whenever any ratings or ranking of firms or individuals are presented, the reader should always consider the criteria on which the rating was based. These criteria may include, but is not limited to, whether any of the firm’s actual clients have been polled and how the sample size was created; has the firm solicited votes or responses; has the firm paid a fee to be ranked or considered for ranking; and whether unfavorable responses have been factored into the ranking along with the favorable ones.
Securities and insurance products, when offered, may be offered through an affiliated broker-dealer Hewins Brokerage Services, LLC, member FINRA; Office of Supervisory Jurisdiction: 2501 Beltline Hwy, Suite 401, Madison, WI 53713, 1-888-520-3040. Securities may also be offered through ValMark Securities, Inc. Member FINRA, SIPC; 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Hewins is a separate entity from ValMark Securities, Inc.