Steve Hengehold

CFP®

HCM Wealth Advisors

Wealth Advisor | Partner

Steve Hengehold

CFP®

HCM Wealth Advisors

Wealth Advisor | Partner

At HCM Wealth Advisors, our strength is helping successful professionals make the switch from working and saving money, to spending from their portfolios as efficiently as possible. We use our strength to simplify your financial life so you can focus on developing your own strengths….whether that’s your career, your hobbies, or building memories with your Children and Grandchildren. - Steve Hengehold, CFP®

Wealth Design for a Smart Retirement

Steve Hengehold is a Cincinnati, OH fee-only financial planner. HCM Wealth Advisors provides comprehensive wealth managementtax and accounting services to help successful professionals and business owners retire well.  As a fee-only, fiduciary, and independent financial advisor, Steve Hengehold is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

As a Wealth Advisor and Partner of HCM Wealth, Steve Hengehold enjoys taking the vision of his clients’ financial future and breaking it down into the small jobs that will get the job done in a manageable way.  He is inspired by the big achievements that HCM clients have already accomplished and knows the importance of continuing to work towards other ones.

He believes that being a CERTIFIED FINANCIAL PLANNER™ is less about planning, and more about action. He is dedicated to helping people understand their necessary commitments and moving them towards their goals. He loves helping clients to focus on their passions.

Steve Hengehold is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

HCM Wealth Advisors, a Cincinnati-based, fee-only, Fiduciary advisor, has 30 years of experience with fiduciary financial planning and wealth management.  HCM offers comprehensive planning services, spanning everything from college savaings to tax and accounting to legacy planning.  HCM Wealth Advisors offers Wealth Design for a Smart Retirement.  

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Steve Hengehold is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Steve Hengehold is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Steve Hengehold

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Office Locations:

  • 6116 Harrison Ave.
    Cincinnati, OH 45247

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