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. Discover our complimentary portfolio review for greater peace of mind.
meet Team Hewins
Our team is yours
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 grows to approximately $5 billion of Assets Under Management & Advisement and expands to over a dozen offices across the country.
1994 - Roots
2003 - Growth Begins
Our first Florida office opens, and CIO John Bussel joins the team.
2018 - Team Hewins 2.0
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 grows to approximately $5 billion of Assets Under Management & Advisement and expands 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 $2.9 billion in Assets Under Management & Advisement.
* As of 12/31/23 Team Hewins had $2.502B in Assets Under Management (AUM) and $366M in Assets Under Advisement (AUA).
what does your money mean to you?
Let’s begin with a conversation so we get to know each other. You get a free 15-minute introductory session with a Team Hewins financial advisor.