Team Hewins, LLC is an SEC-registered investment adviser that operates as a national, independent, and fee-only wealth management firm. As a fiduciary, the firm is legally required to act in its clients' best interests, providing comprehensive financial planning and investment management services. The company was formed in 2017 through the merger of The Hewins Company and W.P. Stewart & Co. Advisors, Inc., combining decades of experience to serve high-net-worth individuals, families, and institutional clients.

Founded in

United States