Bob Fix, Ed Dunphy, and Andrew Sims constitute the multigenerational Fix Team at William Blair. Together, they work with wealthy families to enhance every aspect of their financial situation. The team takes a holistic approach to wealth management and begins each relationship with a thorough understanding of the client’s financial, tax, and estate goals. For more than six decades, members of the Fix Team have used this approach to create portfolios that have flourished amid the ever-changing market landscape. They believe all clients are unique and deserve to have a solution customized to their individual situation. Experience, integrity, and compassion are characteristics that Bob, Ed, and Andrew bring to work every day and guide them through the complexities of managing wealth.

Professional Recognition and Awards

  • Forbes Best-in-State Wealth Management Teams 20231
1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.