Wipfli Hewins Holistic Approach Attracts Acquisition Targets

Uniquely Positioned Advisory Firm With CPA Component.

Julie Cooling, Founder & CEO, RIA Channel interviewed Rafia Hasan, Co-Chief Investment Officer at Hewins Financial | Wipfli Hewins, to discuss the underlying investment philosophy of the veteran firm. Over the past 20 years, Wipfli Hewins’ growth has been almost completely organic, and they currently have over $4.9 billion in assets under management.

Rafia explains the Wipfli Hewins strategies and why being a CPA affiliated wealth management firm ensures a much broader service to their clients, far beyond the normal constraints of traditional financial planning and investment management.
Hewins Financial | Wipfli Hewins is a CPA-based financial advisor firm based in Chicago that connects comprehensive financial planning with tax-efficient, research-driven investing.