get to know your guides

We’re trusted financial advisors, problem-solvers & teammates too

Smart Life Planning

It all starts with our proprietary Smart Life Planning process. We work closely with each other– and with you—to help build your solid financial future.

A team on your side

Our team approach makes your life easier. We work with your attorney and CPA in an integrated effort to effectively manage your financial health.

Research-based investing

We’re in it for the long-term. Our expertise is based on an evidence-based investment strategy.

meet Team Hewins

Our team is yours

We’re here for you when you’re ready to take the first step. And we’re here for you every step of the way toward making your financial goals a reality.

the Team Hewins story

1999 - Launch

Roger, Martha, and a trusted team leave to form Hewins Financial Advisors, after partnering with a large Midwest CPA firm.

2003-2018 - Growth Increases

Company grew to approximately $5 billion of Assets Under Management & Advisement and expanded to over a dozen offices across the country.

1994 - Roots

After working in institutional money management, Roger Hewins and Martha Post (1995) join a financial planning firm in California.

2003 - Growth Begins

Our first Florida office opens, and CIO John Bussel joins the team.

2018 - Team Hewins 2.0

Team Hewins re-launches as an independent, fee-only Financial Advisor with offices in Northern California and South Florida.

1994 - Roots

After working in institutional money management, Roger Hewins and Martha Post (1995) join a financial planning firm in California.

1999 - Launch

Roger, Martha, and a trusted team leave to form Hewins Financial Advisors, after partnering with a large Midwest CPA firm.

2003 - Growth Begins

Our first Florida office opens, and CIO John Bussel joins the team.

2003-2018 - Growth Increases

Company grew to approximately $5 billion of Assets Under Management & Advisement and expanded to over a dozen offices across the country.

2018 - Team Hewins 2.0

Team Hewins re-launches as an independent, fee-only Financial Advisor with offices in Northern California and South Florida.

And the team building continues: Today, Team Hewins has grown to 12 advisors, guides hundreds of clients, and has $2.7 billion in Assets Under Management & Advisement (AUA).

* As of 03/31/21 Team Hewins had $2.388B in Assets Under Management (AUM) and $288M in Assets Under Advisement (AUA).

Dad hugging son in graduation cap

what does your money mean to you?

Whether your financial goals include a vacation home, a college fund for your kids, or stability for future generations, we’ll guide you every step of the way.

Let’s connect so you can get started.

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