Originally founded as Hewins Financial Advisors, the firm was acquired by Wipfli LLP, a top 20 accounting and business consulting firm, in 2018 and was subsequently rebranded to Wipfli Financial Advisors. The firm operates as a fiduciary, offering integrated financial planning and investment management services to individuals, families, and organizations. Their mission is to provide clients with clarity and confidence in their financial lives by leveraging a collaborative, evidence-based approach to wealth management.

Founded in

United States