HHM Wealth Advisors Expands to Memphis, Tennessee

HHM CPAs, a full-service accounting and consulting firm in Memphis, is excited to welcome HHM Wealth Advisors, an affiliate wealth advisory firm, to its Kirby Parkway location. This decision demonstrates a strategic expansion into wealth management services in Memphis and surrounding areas.

HHM Wealth Advisors, currently with offices in Pensacola, Florida, and Chattanooga, Tennessee, manages a substantial portfolio of over one billion dollars and employs 16 professionals. The HHM Wealth Advisors’ Memphis office will be located at 1755 Kirby Parkway, where HHM CPAs has operated since 2017.

“We are thrilled to enter the Memphis market and expand our footprint,” said Travis Hutchinson, Managing Partner at HHM Wealth Advisors. “Our team looks forward to working alongside HHM CPAs to provide comprehensive financial and investment solutions to individuals and businesses in the area. This expansion represents a significant step in our firm’s growth and commitment to delivering concierge service to our clients.”

Spearheading the Memphis office will be Patrick O’Connor, CFP® and John Dunham, CFP®, wealth advisors at HHM Wealth. Memphis native Patrick O’Connor, CFP®, brings 10+ years of experience in financial services and he will play a pivotal role in leading the firm’s entrance into the Memphis market. His extensive background includes working closely with individual clients, providing retirement plan consulting and financial planning for high-net-worth individuals. Patrick also has significant expertise in advising non-profit organizations on foundation and endowment investment policies and allocations. Prior to joining HHM Wealth Advisors, Patrick served as the First Vice President at a Memphis financial service provider. Beyond his professional endeavors, Patrick is deeply committed to his Memphis community, serving on the Board of Directors for the Germantown Performing Arts Center and the Children's Museum of Memphis.

John Dunham, CFP®, a wealth advisor with over five years of experience, will be relocating from the Chattanooga office to Memphis to lead the initiative. This move marks John’s return to his hometown, where he will continue to provide exceptional wealth management services to clients in the area. John provides business owners and high-net-worth individuals with the knowledge and foresight they need to navigate complex financial decisions. John’s expertise and familiarity with the local market will be invaluable as HHM Wealth Advisors establishes its presence in Memphis.

For more information about HHM Wealth Advisors and our services, please visit hhmcpas.com/services/wealth-management or call 423.826.1670.

About HHM Wealth Advisors

HHM Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning, investment management, and retirement plan consulting services.

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