The wealth management firm Hewins Financial Advisors, LLC, which also does business as Wipfli Hewins Investment Advisors (and as Hewins Financial | Wipfli Hewins), is changing its name and leadership structure to become Wipfli Financial Advisors, LLC to reflect its relationship with Wipfli LLP, a Top 100 Firm, effective June 1.
Wipfli LLP is a strategic partner and majority shareholder in the wealth management firm. The move will result in a separation from the firm of its previous California and Florida advisory practice offices.
“We’re excited for the growth opportunities on the horizon for Wipfli Financial, as we focus on more strategically aligning with Wipfli, and better reflecting the CPA-based service philosophy of the firm,” says Wipfli Financial principal and chief strategy officer Gretchen Halpin in a statement. “There are dynamic changes happening in the industry, and we are dedicated to staying at the forefront to better serve our clients.”
Since it teamed up with Wipfli in 1999, Wipfli Financial has grown to become one of the biggest CPA-affiliated wealth management firms in the U.S., with approximately $3.1 billion in assets under management. The accounting firm affiliation adds resources that allow Wipfli Financial to serve clients’ financial, insurance and investment needs in a single comprehensive strategy. To expand their service model and provide for future growth, Wipfli and Wipfli Financial plan to align their business strategies and leadership teams more closely.
Julie Nichols, who is currently CFO at Wipfli Hewins and Hewins Financial, will serve as Wipfli Financial’s interim CEO. “We’re excited for this new chapter in the growth of our firm and believe that tremendous opportunity lies ahead,” she said in a statement. “By further integrating business strategies with our partners at Wipfli, we feel that both organizations are well-positioned to serve our clients’ evolving needs, while continuing to enhance our team members’ professional development.”
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