meet our financial advisors

Access wherever you are

welcome to team hewins

We are excited you’re here and look forward to supporting your path to financial wellbeing. Our professional financial advisors, including 10 CERTIFIED FINANCIAL PLANNER™ professionals, are here to guide you through the financial planning process and for all of your financial decisions to come.
We look forward to getting to know you soon. Now we invite you to get to know us.

find your ideal financial advisor now 

*Please click here for complete definitions of our professional designations.

Locations

Planning Specialties

Certifications

Loves Working With

we invest in you

$2.9B

Total Assets Under Management & Advisement

100%

Fee only

12

Advisors

* As of 12/31/23 Team Hewins had $2.502B in Assets Under Management (AUM) and $366M in Assets Under Advisement (AUA).

let us be your guide

Our advisors get up every day excited to help our clients. Whether it’s scenario planning for retirement, budgeting for a vacation home, or the peace of mind that comes with having us on your side, we can’t wait to help you every step of the way.

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.

Book your 15-minute introductory call today!