HCM Wealth Advisors & CPAs Employee Directory

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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