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HCM Events and News

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 four of our advisors have been chosen as Cincinnati’s 2017 Top Five Star Wealth Managers. They include: Mike Hengehold, CPA/PFS MST RICP®, Greg Middendorf CFP® CCPS®, Casey Boland, Vice President, and Jake Butcher CFP®.

Five Star Professional annually recognizes the Top Cincinnati Area Wealth Managers.

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 NewsAdvisoryHQ 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.

We are thrilled to have been nominated as a finalist for the Cincinnati Business Courier’s 2015 Best Places to Work awards. In its 13th year,the program recognizes companies that take employee satisfaction to the highest level and includes areas such as leadership, team effectiveness, work recognition, and benefits.The final winners for each category will be announced on November 19th. But we already feel like winners and wanted to share this with our clients and friends.  

We are pleased to announce that Greg has earned the Certified College Planning Specialist (CCPS®) designation. Since 2002, the CCPS® designation is the only college financial planning accreditation in the financial industry.  The CCPS® certification mark identifies college financial planning professionals who have met the high standards of competency and ethics established and enforced by the National Institute of Certified College Planners (NICCP).  

We are pleased to announce that Mike has earned the Retirement Income Certified Professional® (RICP®) designation from The American College, Bryn Mawr, PA. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors desiring to help their clients create sustainable retirement income plans. 

Hengehold Capital Management is pleased to announce that Mike Hengehold has been chosen as one of Cincinnati’s Five Star Wealth Managers for 2015. Look for Mike's award in the October 2015 issue of Cincinnati Magazine.

We are pleased to announce that Hengehold Capital Management LLC has been recognized as one of the Top 25 Largest Money Managers in the Cincinnati area by the Cincinnati Business Courier. The list was published Friday, July 17, 2015.