A complete list of active advisors currently associated with HCM Wealth Advisors

Warmer can help you find a great advisor at HCM Wealth Advisors or one who fits your needs even better.

HCM Wealth Advisors is an SEC‑registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, retirement plans, charitable organizations and businesses. The firm manages model‑based asset allocation portfolios and oversees approximately $1.23 billion in client assets across a broad base of individual and institutional accounts. The firm’s investment process centers on long‑term, model‑driven asset allocation informed by fundamental, technical, quantitative and qualitative analysis, with periodic rebalancing and tax‑harvesting as appropriate. HCM Wealth Advisors implements discretionary trading for client accounts and may use options and other derivatives (including covered‑call strategies) as well as third‑party sub‑advisers in separately managed account programs when consistent with client objectives and suitability. Distinctive operational features include a periodic client newsletter and regular planning meetings that the firm uses to communicate market and planning topics, and an affiliation with an accounting and tax practice (HG CPAs dba HCM CPAs) that provides tax services to some clients independently of the advisory business. The advisory team combines a range of professional credentials (CFP, CFA, CPA, CMA, among others) and documents conflict‑management procedures and a Code of Ethics to address potential conflicts arising from the affiliate relationship and from the firm’s use of model and third‑party manager solutions.

To learn more about the advisors currently working at HCM Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.