Services

Wealth Management

HHM CPAs offers traditional and customized services to help move your business forward.

A different kind of advisory relationship

We advise clients as an Independent Registered Investment Advisor (RIA). This means we don’t receive a commission or other compensation for investing your assets in any specific investment. Instead, we recommend investments based on their value to your overall goals.

We work with the best

HHM Wealth partners with Charles Schwab & Co., Inc., the institution nearly 7,000 advisory firms rely on to effectively manage their clients’ assets. This means that your money is in good hands and you can confidently focus on your future wealth goals.

HHM Wealth offers a proven approach in the areas of:

  • Retirement Income Planning

  • Financial Planning

  • Investment Planning

  • Estate Planning

Wealth advisors that work for you

Our affiliate and partner, HHM Wealth Advisors, LLC, tailors wealth management strategies to your specific needs.

Wealth Management tailored to your goals

Because our CPAs and Wealth Advisors work together, you are able to receive more comprehensive financial guidance. Our staff collaborates to deliver premier, individually tailored financial services to professionals, executives, and families, including:

  • Income Tax Planning

  • Investment Advisory

  • Estate & Trust Planning

  • Business Succession Planning

  • Family Office

  • Insurance & Risk Management

  • Charitable Planning

We’re here to help you with all of your financial advisory needs. Visit hhmwealth.com for more information or call Travis Hutchinson or Jones Krogh at 423.826.1670 to schedule an appointment.

Meet Our Professionals

HHM CPAs offers traditional and customized services to help move your business forward.

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