Team Hewins in the News

As we speak with our business partners and engage with industry stakeholders, occasionally, our insights are mentioned by news publications. We’ve compiled these news articles that mention Team Hewins below.
Social distancing? 15 books to read in quarantine

Social distancing? 15 books to read in quarantine

Published on March 31, 2020 by Financial Planning   Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too.   With planners all over the country working from home in the wake of the novel...

Focused on growth for year ahead

Focused on growth for year ahead

Published on February 20, 2020 by NAPFA   Having just spun out from Hewins Financial a year ago, Team Hewins is finding its own legs in the Fee-Only industry and looking forward to a great year ahead. "We’re getting to know exactly who we are as a company," says...

“The best approach” to marketing your business

“The best approach” to marketing your business

Published on February 10, 2020 by NAPFA   Marketing is an essential part of the financial advisory business, especially in the growth phase when advisors are still building a client base. Along with other experts, Robert Freedman of Team Hewins shares his perspective...

Ken Griffin banked a whopping $870M in 2018

Ken Griffin banked a whopping $870M in 2018

Published on February 15, 2019 by New York Post   “Griffin, obviously, can do whatever he wants,” said Roger Hewins, president of wealth management firm Team Hewins. “At some point it becomes more about what they want versus what they we need,” Hewins said.  ...

The information contained in these articles are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy, or investment product. The information contained in these articles is accurate as of the date submitted but is subject to change.
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Best in State Advisors

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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