About Hewins Financial Advisors · Chicago
Team Hewins is a fiduciary financial advisory firm specializing in comprehensive, coordinated financial planning for mid-career executives and families managing $1M+ in investable assets. They offer CFP®-led services focused on simplifying complex financial decisions through integrated planning that aligns investments, taxes, and retirement. Their team works directly with clients’ existing professionals—CPAs, attorneys, estate planners—to eliminate fragmented advice and reduce client burden. Based in Foster City, CA, Boca Raton, FL, and Miami, FL, they emphasize personalized, proactive service and rapid response times.
Team Hewins provides fee-only fiduciary financial planning for high-net-worth individuals and families navigating major life transitions, such as equity payouts, divorce, estate succession, or multi-generational wealth management. Their approach centers on coordination: they integrate with clients’ existing advisors (CPAs, attorneys, insurance specialists) to ensure unified strategies without duplicative effort. With over $4.27 billion in client assets under management and 12+ CFP® professionals, they offer specialized expertise in tax planning, divorce financial analysis, and estate planning. Clients benefit from 24-hour response times, transparent communication, and a team-based model that replaces the traditional broker-client dynamic. Testimonials highlight long-term client relationships and personalized service, with no compensation tied to endorsements.
- Serves
- Foster City, CA; Boca Raton, FL; Miami, FL
Our Approach
Your financial life fits together. We help you organize scattered accounts, plans, and questions into one unified, tax-optimized plan. You know what you’re deciding and why — with clear, jargon-free explanations. You have a team, not a broker — advisors who think ahead, respond quickly, and care about getting it right.
What Changes When You Work With Us
Your entire team works together — CPAs, attorneys, estate planners — all coordinated through us. You stop managing multiple advisor relationships and focus on your decisions. You get a response within 24 hours and feel confident in every recommendation.
Client Success Stories
Clients like Marta L. have been with Team Hewins for over 10 years, praising their personalized service and responsiveness. Others, like Elena Morgan and Linda & David, found clarity during major life transitions — career pivots, divorce, or scattered financial planning — through the team’s integrated approach.