A complete list of active advisors currently associated with HHM Wealth Advisors, LLC

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

HHM Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and other business entities, providing portfolio management, comprehensive financial planning, and employee benefit retirement plan consulting and investment selection for employer-sponsored plans. The brochure indicates the firm works with plan sponsors and trustees and reports relationships with banking or thrift institutions, a client type that is less common among multi-team firms. The firm tailors investment strategies to each client's risk tolerance and goals, using fundamental analysis and diversified allocations across equities, bonds, mutual funds, ETFs, REITs, and selected alternatives, and typically manages accounts on a discretionary basis while accommodating non-discretionary engagements. HHM conducts ongoing monitoring through a weekly investment committee, offers annual or event-driven plan reviews, and discloses its fiduciary role when advising on retirement account rollovers. HHM’s ownership and operational ties are notable: The CPA Group LLC (dba Henderson, Hutcherson & McCullough) is a principal owner, and some HHM advisors provide tax services to that CPA firm under an operating agreement, reflecting a closer advisory-accounting integration than is typical for peers. The firm also maintains third‑party administrator relationships for retirement plans, requires its investment adviser representatives to assign insurance commissions to the company, and manages over $1.45 billion in discretionary assets across a multi-advisor team.

To learn more about the advisors currently working at HHM Wealth Advisors, LLC, 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.