HCM Wealth Advisors & CPAs Employee Directory

Q: What is HCM Wealth Advisors & CPAs known for?

HCM Wealth Advisors & CPAs was founded in 1990. HCM Wealth Advisors & CPAs operates in the Financial Services industry.

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

HCM Wealth Advisors & CPAs has approximately 27 employees.

Financial ServicesUnited States11-50 Employees

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/

Find HCM Wealth Advisors & CPAs employees' phone numbers or email addresses

HCM Wealth Advisors & CPAs Global Highlights

North America
31

United States Of America
31

HCM Wealth Advisors & CPAs's Leadership

M. M.
Vice President
Mobile Phone
Email
J. C.
Director Of Investment Operations
Mobile Phone
Email
M. C.
Wealth Advisor
Mobile Phone
Email

Contact profiles from HCM Wealth Advisors & CPAs

Name

Title

Contact Info

Location

Last Update

M. M.
Vice President
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
J. C.
Director Of Investment Operations
Mobile Phone
Email
Oct 22, 2024
M. C.
Wealth Advisor
Mobile Phone
Email
Jun 30, 2025

Frequently Asked Questions

What is HCM Wealth Advisors & CPAs known for?

HCM Wealth Advisors & CPAs was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 6116 Harrison Ave., Cincinnati, OH 45247, US; you can contact the main corporate office by phone at

+1-513-598-****

. Explore HCM Wealth Advisors & CPAs's company overview page for more information.

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

HCM Wealth Advisors & CPAs employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HCM Wealth Advisors & CPAs email formats with LeadIQ.

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

HCM Wealth Advisors & CPAs has approximately 27 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are HCM Wealth Advisors & CPAs's key employees and leadership?

As of December 2025, HCM Wealth Advisors & CPAs's key employees include:

Vice President: M. M.
Director Of Investment Operations: J. C.
Wealth Advisor: M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking