Mission and Core Values

Live the FRIGATE Culture

Mission

For more than a decade, Wipfli Financial has been a leading CPA-affiliated Financial Advisor providing expert financial counseling to high-net-worth families and select institutions. Working as a team with our CPA/attorney partners:

  • We first seek a deep understanding of our clients and their financial lives, utilizing proprietary discovery and Interactive Planning tools.
  • We develop integrated, tax-efficient strategies for their personal and financial success
  • We implement, monitor and update these strategies throughout the lives of our clients and their families
  • We maintain our strong positive culture, enhance our teamwork with our partners, and adhere to our core values.

Our mission and identity are governed by our core values. These are the center of our firm’s business beliefs and drive our business culture across the nation. We’re proud to share them with you.

Our Core Values - FRIGATE

FUN

Because no one wants to work for a boring company, and we all need balance in our lives

RESPECT

For everyone

INTEGRITY

Keeping our commitments and doing the right thing

GROWTH

Constant improvement in our company, ourselves and our performance

(A) CLIENT FOCUS

We live to serve

TEAMWORK

Our success comes from working together

EXCELLENCE

In everything we do

FRIGATE Ship Logo for WIpfli Hewins

Whether you’re considering joining us as a client or as a new team member, you’ll experience our commitment to our mission and core values – every day.

Activate Your Career

Whether you are a recent graduate or a seasoned professional, we are always looking for exceptional people that our committed to our mission and core values.

Open Positions

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