Team Hewins

Team Hewins is a Financial Planner in Golden Glades, FL, located at 20200 W Dixie Hwy Ste 1009. The firm operates as a fee-only advisory practice, meaning its compensation comes directly from clients rather than financial product companies, ensuring recommendations are based solely on what is best for the client. The team specializes in holistic financial planning and wealth management, offering services that include retirement planning, risk management, legacy planning, and tax strategies. They serve clients facing major life transitions, such as equity payouts, partnership promotions, or planning for the long-term needs of children and aging parents. The firm works to consolidate complex financial situations involving RSUs, tax brackets, and scattered accounts into a singular strategic view. Team Hewins holds a rating of 5.00 based on customer reviews. The advisory group is composed of 12 CERTIFIED FINANCIAL PLANNER® professionals, along with specialists in divorce financial analysis, tax planning, and estate planning. The team includes Principal and Founding Member Roger Hewins, Principal and Chief Investment Officer John Bussel, Principal and Senior Financial Advisor Patrice Cresci, and Principal Thuong Thien. They emphasize direct collaboration, plugging into the client’s existing circle of advisors. This includes providing updates and data to tax professionals, attorneys, and specialized consultants, thereby taking the client out of the middle of coordination. The firm works in sync with CPAs to align investment moves with tax strategies and ensures estate planners, family law attorneys, and insurance specialists are all in sync. Team Hewins responds to client questions within 24 hours, providing answers from advisors who know the client’s complete situation. The firm translates complicated financial concepts into clear choices, offering decisive pros and cons to help clients feel confident in their moves toward their next chapter. For clients missing key professionals, the team can introduce them to a vetted, trusted network and manage the hand-off. The approach focuses on clarity and organization for big decisions, helping clients move forward with absolute confidence. The firm’s 5.00 rating reflects the positive experiences of the customers who have reviewed it, highlighting the value of their personalized service and coordination. Team Hewins brings specialized financial planning and wealth management expertise to Golden Glades, helping local residents navigate complex financial decisions with clarity and confidence.

BizScoreAI gives Team Hewins a Technical score of 86 out of 100, which ensures the website is secure and readable by search engines. The firm also receives a Content Quality score of 75 out of 100, meaning the site clearly answers customer questions in a way that AI assistants can quote directly.