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Greg Middendorf, CFP® CCPS®

Greg Middendorf, CFP® CCPS®

Partner | Financial Planner | Certified College Planning Specialist

Community & Leadership

  • Finance Committee and Parish Council, St. Thomas Catholic Church
  • Mentor, Xavier University
  • Volunteer for Dragonfly Foundation
  • Goering Center for Family & Private Business

Certifications

  • CERTIFIED FINANCIAL PLANNER™
  • Certified College Planning Specialist

Education

  • BS, Finance Xavier University

Are you wondering how you will pay for your children's college, support the needs of your growing family and save for retirement? Or are your children all grown, starting families of their own, and now you are getting ready for retirement? I can help. I have five young children who will someday need college funds and I also want to retire someday and leave something for my family. I get it and understand. Financial planning and saving for your family’s future does not have to be complicated.

When you need to have someone on your side who understands your situation and can guide you in your decision making process, I can help.

I love what I do - helping individuals and families achieve a brighter future by creating financial plans that combine retirement goals and college planning. I talk with a lot of people who do not have a plan - whether it's for paying for their children's college or retirement. I don't want your retirement to be an event you do not look forward to because you did not have a retirement financial plan in place. You and your family's happiness during retirement is my goal.

Working with clients, I focus first on developing the relationship to understand and build trust. I’ll be there to do what’s right, building a financial plan to fit you and your family’s needs, now and into the future. I try to be thoughtful, resourceful and above all, a great listener. At HCM, our planning is a team effort and involves using our knowledge, technology, and wisdom to achieve financial success for our clients and their families. We’re good at it, too.

Greg and his wife Jaime live in Wilder, KY, where he is the proud father to Bella, Lilly, Max, Cameron and Henry. Greg enjoys running, Xavier basketball, and having fun with the entire family in his free time.

Greg’s Strength Finder Results Discipline / Belief / Achiever / Competition / Responsibility

Greg's Mission "I want to make a difference in my community and in the lives of people I meet."

Favorite Quote "Enjoy the little things in life, because one day you will look back and realize they were the big things.“

Books Greg Recommends