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Jake B
CFP®
Cincinnati, OH
HCM Wealth Advisors
Jake Butcher is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2011, totaling 15 years at the related entity. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-driven, long-term asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.
Matthew C
CFP®, Series 63, Series 66
Cincinnati, OH
HCM Wealth Advisors
Matthew Calme is a CFP®-certified financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, with 12 years of industry experience. He has worked at HCM Wealth Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and regular client communications, overseeing approximately $1.23 billion in client assets.
Steven H
CFP®, Series 65
Cincinnati, OH
HCM Wealth Advisors
Steven Hengehold is a CFP® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.
Gregory M
CFP®, Series 63
Cincinnati, OH
HCM Wealth Advisors
Gregory Middendorf is a CFP® with 11 years of industry experience and is associated with HCM Wealth Advisors. He has worked at Hengehold Capital Management LLC since 2009, totaling 17 years in that organization. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-based, long-term asset allocation process and manages approximately $1.23 billion in client assets through discretionary portfolio management and comprehensive financial planning.
Douglas J
CFA®, Series 63
Cincinnati, OH
HCM Wealth Advisors
Douglas Johnson is a CFA® charterholder with 22 years of industry experience. He has been with HCM Wealth Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2006 to 2017. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and comprehensive financial planning.
Casey B
Series 63, Series 65
Cincinnati, OH
HCM Wealth Advisors
Casey Boland is a financial advisor at HCM Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hengehold Capital Management LLC since 2000. HCM Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages model-driven asset allocation portfolios and oversees approximately $1.23 billion in client assets, employing long-term investment strategies that include options and third-party sub-advisers when suitable.
James E
CFP®, Series 65
Cincinnati, OH
HCM Wealth Advisors
James Eutsler is a Certified Financial Planner (CFP®) with 11 years of experience, currently serving at HCM Wealth Advisors. He has been with Hengehold Capital Management LLC since 2015. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.
Michael H
PFS™, Series 65
Cincinnati, OH
HCM Wealth Advisors
Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.
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