Work with a local fee-only

financial advisor in Palo Alto.

Work with a local fee-only financial advisor in Palo Alto.

Start your financial plan today!

As a fee-only financial advisor and fiduciary in Palo Alto, Team Hewins first gets to know you, asking questions and listening to YOU before offering any financial planning or investment management advice.

Take a deeper look into Team Hewins and how we work to provide, business owners, entrepreneurs, and women in financial transition with thoughtful and caring financial advice and investment management. We’d love to talk with you. Please fill out the form on this page to schedule a free financial consultation.

Work with a local Palo Alto financial advisor. We are an independent firm with no affiliation to a broker or parent company; we don’t sell investment products, insurance, or annuities. We look forward to talking to you.

In the meantime, before we get to know more about you, please take a few moments to explore our website and learn more about us, our philosophy, and services. Listen to our weekly podcast, Team Talk, read our blog, or see our advisors featured in the news.

Additionally, we have published a free white paper for people facing a financial transition, such as divorce, the loss of a spouse, or big career change. You may download it here.

To schedule a complimentary financial consultation in Palo Alto, please contact us by using the form below! We look forward to working with you.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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