HCM Events and News
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HCM in the News
We have some incredibly exciting news to share with you! HCM has been named a 2016 Goering Center Family and Private Business Award Semi-Finalist. We are one of only 75 companies from more than 500 nominees to be named a semi-finalist for this prestigious award. This annual recognition is in its 17th year and honors Cincinnati regional businesses that exemplify the best in family and private business practices. We appreciate your continued support and simply couldn’t be the company we are without you.
We are pleased to announce that three of our advisors have been chosen as Cincinnati’s 2016 Top Five Star Wealth Managers. They include: Mike Hengehold, CPA/PFS MST RICP®, Greg Middendorf CFP® CCPS®, and Casey Boland, Vice President.
Mike recently attended the eighth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. This invitation-only conference was held March 21 – 23. “It was great to be able to share our experiences and gain insight from other firms that are looking to perform at the highest level possible. We promote ongoing education and research as an important part of our culture,” said Mike.
Hengehold Capital Management is proud to announce that Steve Hengehold has earned his CFP® certification after completing the CFP® Board requirements, including passing the CFP® examination this past July. The CFP® is the highest professional designation in the financial planning field. Steve works with clients in the areas of Retirement Planning, Financial Planning, Investment Management and Income Tax Planning. Read the full article here.
Hengehold Capital Management, LLC, one of Cincinnati's independent Wealth Management firms, was recently named one of Cincinnati's Top 10 Best Financial Advisors in Cincinnati by AdvisoryHQ News. AdvisoryHQ News is a national review and ranking news media for the investment management, wealth and financial advisory industries across the U.S., U.K., and Canada.
Jim Eutsler, HCM Wealth Advisor, was recently interviewed and quoted in an article published by USNews - "Balance Risk, Reward by Diversifying College Savings." The article discusses the need for diversifying your portfolio to balance a conservative approach with an aggressive one. The way to accomplish this balance is by using a designated college savings account, such as a 529 plan, and by combining savings vehicles. Read the full article here.