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Niche focus Target P&G retirees and departing employees with tailored retirement transition services, emphasizing fiduciary, fee-only planning and income strategies designed for separation packages and corporate exits.

Technology leverage Leverage their tech stack and portfolio modeling capabilities to upsell advanced planning features, tax-efficient management, and cash flow modeling for high net-worth families and business owners seeking scalable advisory solutions.

Growth potential Position as a trusted Cincinnati-based RIAs with growth in revenue and asset management services, offering holistic coordination with CPAs and attorneys to expand fee-based relationships beyond individual planning.

Brand credibility Highlight recognition as one of America’s Top RIAs and long-standing tenure to build credibility with prospects seeking independent, conflict-free advice and robust risk-managed portfolios.

Enterprise collaboration Offer enterprise-level services to small- to mid-size business owners, including succession planning, education funding strategies, and ongoing team coordination to integrate with their existing financial ecosystems.

HCM Wealth Advisors & CPAs Tech Stack

HCM Wealth Advisors & CPAs uses 8 technology products and services including Google Optimize, Thomson Reuters, iCIMS, and more. Explore HCM Wealth Advisors & CPAs's tech stack below.

Google Optimize

A/B Testing

Thomson Reuters

Accounting And Finance

iCIMS

Applicant Tracking Systems

Microsoft Outlook

jQuery

Javascript Libraries

UPS

Logistics

Microsoft Office

Office Suites

Microsoft Word

Office Suites

HCM Wealth Advisors & CPAs Email Formats	Example	Percentage
First@hcmwealthadvisors.com	John@hcmwealthadvisors.com	100%
First@hengeholdcapital.com	John@hengeholdcapital.com	100%

HCM Wealth Advisors & CPAs Email Formats

Example

Percentage

First@hcmwealthadvisors.com

John@hcmwealthadvisors.com

100%

First@hengeholdcapital.com

John@hengeholdcapital.com

100%

Frequently Asked Questions

What is HCM Wealth Advisors & CPAs's phone number?

You can contact HCM Wealth Advisors & CPAs's main corporate office by phone at

+1-513-598-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HCM Wealth Advisors & CPAs's official website and social media links?

HCM Wealth Advisors & CPAs's official website is hcmwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does HCM Wealth Advisors & CPAs generate?

As of August 2026, HCM Wealth Advisors & CPAs's annual revenue is estimated to be $25M - $50M.

What is HCM Wealth Advisors & CPAs's NAICS code?

HCM Wealth Advisors & CPAs's NAICS code is 52 - Finance and Insurance.

How many employees does HCM Wealth Advisors & CPAs have currently?

As of August 2026, HCM Wealth Advisors & CPAs has approximately 26 employees across 2 continents, including North AmericaAsia. Key team members include Director Of Investment Operations: J. C.Wealth Advisor: M. C.Hgg: T. T.. Explore HCM Wealth Advisors & CPAs's employee directory with LeadIQ.

What industry does HCM Wealth Advisors & CPAs belong to?

HCM Wealth Advisors & CPAs operates in the Financial Services industry.

What technology does HCM Wealth Advisors & CPAs use?

HCM Wealth Advisors & CPAs's tech stack includes Google OptimizeThomson ReutersiCIMSMicrosoft OutlookjQueryUPSMicrosoft OfficeMicrosoft Word.

What is HCM Wealth Advisors & CPAs's email format?

HCM Wealth Advisors & CPAs's email format typically follows the pattern of First@hcmwealthadvisors.com. Find more HCM Wealth Advisors & CPAs email formats with LeadIQ.

When was HCM Wealth Advisors & CPAs founded?

HCM Wealth Advisors & CPAs was founded in 1990.

HCM Wealth Advisors & CPAs

Q: How many employees does HCM Wealth Advisors & CPAs have currently?

HCM Wealth Advisors & CPAs has approximately 26 employees.

Q: What technology does HCM Wealth Advisors & CPAs use?

HCM Wealth Advisors & CPAs's tech stack includes QuickBooks, iCIMS, RSS, Constant Contact, UPS.

Q: What is HCM Wealth Advisors & CPAs's NAICS code?

HCM Wealth Advisors & CPAs's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

HCM Wealth Advisors & CPAs is a Cincinnati-based financial services firm that operates as a fiduciary, fee-only registered investment advisor serving families and business owners seeking retirement solutions and financial independence. With more than 25 years in the field, the firm emphasizes retirement planning and works with P&G retirees, alumni, and individuals receiving separation packages. Its portfolio management approach combines technology, independent research, and the analytical work of its investment team to deliver services such as retirement income modeling, asset allocation, risk management, and tax-efficient portfolio strategies, including bond ladders to generate income. The company coordinates with clients’ other professional advisers, including CPAs, attorneys, and insurance professionals, as part of its planning process. The organization has 11-50 employees, is located at 6116 Harrison Avenue, Cincinnati, OH 45247, United States, and has been recognized by Financial Advisor Magazine as one of America’s Top RIAs for 2020–2021 (announced July 15, 2022); reported revenue is in the range of $25M–$50M.

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