HHM Wealth Advisors, LLC.

HHM Wealth Advisors, LLC. is an independent, fee-based Registered Investment Advisor. It guides individuals, families, businesses and nonprofits through financial planning and portfolio management. The firm says its advisers bring more than a century of combined experience.

Services

• Financial planning: builds a customised plan around a client's goals.
• Investment management: manages portfolios through an investment management committee.
• Retirement and life planning: covers income and lifestyle planning for later life.
• Estate and family planning: helps clients arrange succession of assets.
• Business and retirement plan services: includes business succession planning and 401(k) consulting.
• Nonprofit portfolio management: looks after portfolios for mission-driven organisations and foundations.

Who it serves

Families, individuals, business owners, organisations and nonprofits. Clients follow a repeating cycle of assessment, recommendation and implementation, then monitoring and review.

Key facts

• Status: Registered Investment Advisor, fee-based and independent
• Other services: Tax minimisation strategies, insurance services and access to SmartVestor
• Combined experience: More than 100 years across its advisers