Team Hewins

Over the Years

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1994

The Foundation

Roger Hewins and Martha Post begin working together serving clients. Roger joins a small financial planning firm in Northern California after working as an institutional portfolio manager.  Martha, with a similar investment background, joins shortly thereafter.

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1999

The Beginning

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

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2003

The Expansion

Our South Florida office and current CIO John Bussel come into the fold.

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2018

The Relaunch

Team Hewins relaunches as an independent, fee-only Financial Advisor.  We have a new name and a fresh start, but this is just the latest chapter in our long story as financial advisors.

Our History

 

On June 1, 2018 Team Hewins was relaunched as an independent, fee-only Financial Advisor.  We have a new name and a fresh start, but this is just the latest chapter in our long story as financial advisors, dating back to the mid 1990’s.  Though we experienced a series of substantial changes over the years, our commitment to our core values and putting our clients first never wavered.

Roger Hewins and Martha Post have been working together and serving clients since the 1990s.  Roger joined a small financial planning firm in Northern California in 1994, after working as an institutional portfolio manager.  Martha, with a similar investment background, joined shortly thereafter.  They began to apply their institutional skillset to the emerging independent financial advisor space.

Five years later they and the growing team left to form Hewins Financial Advisors, after having partnered with a large Midwest CPA firm.  Our South Florida office and current CIO John Bussel came into the fold a few years later.  In the decades that followed we built our team to 85 people, serving thousands of clients nationwide and overseeing $5 billion in AUM.

In 2018, it was time for us to separate from the CPA-based practice in the Midwest, and in so doing, we relaunched as a new entity with a new name yet again.  As Team Hewins, we regained our independence — we are now 100% employee-owned and intend to stay that way.

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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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