Team Hewins - Miami, Florida

Ralph R.

I recently had the pleasure of working with John Bussel & Phil Herzberg and I couldn't be more satisfied with the experience. From the very first meeting, they made me feel comfortable and confident in my financial planning. John Bussel took the time to understand my financial goals, needs, and concerns, and provided personalized, expert advice that was easy to understand and follow.

They demonstrated a deep knowledge of financial markets, investment strategies, and tax planning, ensuring that my portfolio was diversified and aligned with my long-term objectives. Their proactive approach and regular updates kept me informed and reassured, especially during volatile market periods.

One of the standout qualities of John Bussel and Phil Herzberg is Their genuine care and dedication to me and my wife. They always made themselves available to answer our questions and address any concerns, providing valuable
information.

Donna H.

We have been working with Team Hewins -- specifically Rachael Gratten and Karl Schwartz -- for nearly seven years. The results for our portfolio, our peace of mind, and our well-being have been beyond expectations. Their advice has been thoughtful, their analysis sound, and their engagement friendly and transparent. We have come to rely on them for input on all our financial matters and look forward to another seven years (at least!) of satisfaction and growth.

Daniel J.

Team Hewins has been wonderful to work with. We have seen significant movement in our portfolio since we started working with the team. Highly recommend Phil H. he has a great financial mind and never misses a detail.
Great team to have in your corner.

Greg C.

Team Hewins was an easy choice as my financial advisor for a few different reasons - mainly, TRUST, PEACE OF MIND, and EXPERTISE. Specifically, the team of Philip Herzberg and Zac Riera are my reason for being with Team Hewins today. I have previous experience with Philip from a previous firm so it was an obvious reason for me to join up again with Philip (and Zac) once Philip moved over to Team Hewins because he embodies the things that are important to me. Financial security is something I value and trusting my financial security with Philip, Zac, and Team Hewins provides me with the that trust, expertise, and expertise in my personal, financial security.

Marc R.

John Bussell and Shelby Miller have been our outstanding Team Hewins financial advisors for many years. John and Shelby provide superior personal financial management and Hewins portfolio investment advice. They our always accessible, thorough, and highly component in what they each do. They are the friendly face of the Team Hewins family. They add so much value to our Team Hewins partnership beyond the excellent results we have enjoyed. We look forward to many more years with John and Shelby from Team Hewins.

Gary S.

Overall, our experience with Team Hewins , especially Philip Herzberg and Karl Schwartz, has been fantastic. Philip keeps us very informed and follows up with us frequently to assure everything is OK with us both personally and financially. The Team is very good at communicating current issues with the markets and answering any questions we may have. They regularly advise us on how we can make our wealth management and future needs a smoother process through life's transitions. On a personal level, Philip and the Team understand the stress that comes along with investing in general, and help to alleviate this as much as possible. They are very good at explaining in laymen's terms the intricacies of investing as it relates to our own situation and future needs.
To close, I really feel they have our best interests at heart. I would not hesitate to recommend the Hewins Team and especially Philip and Karl to family and friends.

susana R.

Team Hewins is the BEST!
Finding the right fit for a relationship with your financial group is to me at its minimum a delicate balance between trust, confidence, rapport and of course in the end performance. After years of not finding the right financial group we were recommended to give Team Hewins a try. Best thing we ever did. Now years later, I wouldn't trade John Bussel, Karl Schwartz, Shelby Miller or Ka-Tye Koo for anything.

Ignacio R.

I have been with my Hewins advisory team for decades ( John Bussel and Karl Schwartz). I have the upmost respect and trust in this team. They are super responsible and knowledgeable. We have gone through the Dot com bust, the financial meltdown of '08, and most recently the pandemia. Despite all of these setbacks, they guided my portfolio growth in such an incredible manner that I have been able to achieve all of my financial goals and more. They have always kept me informed and updated. They have my highest recommendation