HCM Wealth Advisors & CPAs

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HCM Wealth Advisors & CPAs HCM provides comprehensive retirement planning advice and tax service. https://hcmwealthadvisors.com/

As a fiduciary fee-only Registered Investment Advisor, HCM Wealth Advisors is dedicated to serving individuals looking for intelligent solutions that will allow them to attain financial independence. For over 30 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:

•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)

Thank you, Amy, for the behind-the-scenes magic you do that keeps tax department running smoothly.
10/23/2026

Thank you, Amy, for the behind-the-scenes magic you do that keeps tax department running smoothly.

Happy HCM anniversary to our biggest Disney fan, Christy. We are glad to have you on our team!
10/22/2026

Happy HCM anniversary to our biggest Disney fan, Christy. We are glad to have you on our team!

10/16/2026

How have the major asset classes performed in 2026 so far? 📊

Doug Johnson, CFA, Senior Investment Strategist at HCM Wealth Advisors, walks through year-to-date returns across 12 asset classes as of October 12, 2026.

🥇 Commodities lead the pack at +39.6%
📈 International emerging stocks +21.6%, U.S. small caps +15.3%, U.S. large caps +15.1%, U.S. mid caps +11.7%
🌍 International developed stocks +9.0%, real estate +6.2%, cash +2.8%
📉 In the red: TIPS −1.6%, U.S. bonds −2.2%, gold −3.6%, and Bitcoin at the bottom with −5.6%

It’s a useful check on how your portfolio lines up with what’s actually been working this year, and a reminder of why diversification matters.

For informational purposes only; not a recommendation or offer of any financial product. Past performance is not indicative of future results. Sources: FactSet, Standard & Poor’s.



The is an excerpt of the quarterly marketr update webinar. For the full recording click the link in the comments.

If you haven't signed up to volunteer with HCM at Hands Against Hunger , there are still spots available! It's a very re...
10/14/2026

If you haven't signed up to volunteer with HCM at Hands Against Hunger , there are still spots available! It's a very rewarding experience, and you're helping feed children who would otherwise go hungry.

More details and RSVP link in the first comment.

10/09/2026

When did you last look at your estate plan? If your family, finances, or the people named in your documents have changed, your plan may no longer reflect your wishes. Learn the most commonly overlooked updates and how HCM can help.



Marriage, a new grandchild, a move, or a change in your assets can quietly make your estate plan outdated. In honor of National Estate Planning Awareness Month, we cover the life changes, beneficiary forms, and 2026 tax updates that signal it's time for a review.

Our night was a smashing success! It was great seeing old friends, getting some time on the courts, and having a lot o...
10/05/2026

Our night was a smashing success! It was great seeing old friends, getting some time on the courts, and having a lot of fun.

Thanks to for providing your wonderful venue. Can't wait to come back!

Save the date! On Saturday, November 21 HCM will be participating in a food packing event with Hands Against Hunger, wh...
09/29/2026

Save the date! On Saturday, November 21 HCM will be participating in a food packing event with Hands Against Hunger, which will help them deliver high-protein, shelf-stable meals to children around the world and across the U.S., helping to fight malnutrition and hunger.

For more details and to sign up click: https://hcmwealthadvisors.com/hahvolunteer

Address

6116 Harrison Avenue
Cincinnati, OH
45247

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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