HCM Wealth Advisors & CPAs Email Formats
Financial Services • 
Cincinnati, Ohio, United States • 21-50 Employees
HCM Wealth Advisors & CPAs Email Formats
HCM Wealth Advisors & CPAs uses 4 email formats. The most common is {first initial} (e.g., j@hcmwealthadvisors.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@hcmwealthadvisors.com | 69.2% |
{first name} | john@hcmwealthadvisors.com | 15.4% |
{first initial}{second initial} | jo@hcmwealthadvisors.com | 7.7% |
{first name}.{last name} | john.doe@hcmwealthadvisors.com | 7.7% |
Key Contacts at HCM Wealth Advisors & CPAs
Mike Hengehold
Chief Executive Officer
Jeff Creek
Investment Research Director
Company overview
| Headquarters | 6116 Harrison Ave., Cincinnati, OH 45247, US |
| Phone number | +15135985120 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | College Planning, Retirement Planning, Fiduciary, Financial Planning, Portfolio Investment Management, P&G Retirement Planning |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
About HCM Wealth Advisors & CPAs
A Cincinnati retirement and financial planning firm, HCM is a fiduciary fee-only Registered Investment Advisor firm dedicated to serving families and business owners looking for retirement solutions that will allow them to attain financial independence. HCM also specializes in working with P&G retirees, alumni or those taking a separation package. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. Our loyalties are always aligned with our clients' best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. If Financial Independence is important to you, we should talk. HCM Investment and Planning Services: • P&G Retirement Planning • Customized planning for Financial Independence • Retirement income and cash flow modeling • Incorporating a core and tactical asset allocation • Portfolio Risk Management • Implementing tax-efficient portfolio management • Building and protecting portfolio income with bond ladders • Planning for education expenses • Coordination of your team of professional advisors (CPA, Attorney, Insurance and Others) Ranking HCM as one of "America's Top RIAs" was performed by by Financial Advisor Magazine and announced on July 15, 2022. Analysis was conducted on data from 2020 to 2021. More information is on Financial Advisor Magazine's website: https://www.fa-mag.com/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
HCM Wealth Advisors & CPAs has 19 employees across 4 departments.
Departments
Number of employees
Funding Data
HCM Wealth Advisors & CPAs has never raised funding before.
HCM Wealth Advisors & CPAs Tech Stack
Discover the technologies and tools that power HCM Wealth Advisors & CPAs's digital infrastructure, from frameworks to analytics platforms.
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