Our Services

You need specialized tax and accounting expertise to help grow your business. Look to our team of accountants and CPAs for simple solutions to complex challenges.

Wealth Management

EVERY STEP MATTERS ON YOUR PATH TO SUCCESS.

We do not believe in one-size-fits-all templates for wealth management. Our process prioritizes building trust between clients and their lead HHM Wealth Advisor. By taking the time to first understand your unique situation, particular goals, and individual preferences, we can more effectively develop, recommend, and implement strategies that guide you confidently into the future.

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

HHM Wealth Advisors offers a comprehensive suite of financial services as well as instant access to financial experts under the broader HHM family. Whatever challenge you face, now or in the future, there's a trusted relationship ready to help you make the informed decision.

HHM WEALTH OFFERS A PROVEN APPROACH IN THE AREAS OF:

  • Financial Planning and Consulting
  • Investment Management
  • Retirement and Life Planning
  • Transition Planning and Business Succession
  • Estate and Family Planning
  • Tax Minimization Strategies
  • 401K Consulting
  • Nonprofit Portfolio Management
  • Insurance Services
  • Education Savings Planning

WEALTH ADVISORS THAT WORK FOR YOU

HHM Wealth Advisors is a client-first, fee-based wealth advisory firm. Annual advisory fees are calculated as a percentage of assets under management or as a quarterly retainer fee. Your advisory fees are never based on trading activity.

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

CONTACT US

We’re here to help you with all of your financial advisory needs. For more information contact Travis Hutchinson or Jones Krogh at 423.826.1670 to schedule an appointment.

Travis Hutchinson

thutchinson@hhmwealth.com | 423.826.1670

Jones Krogh

jkrogh@hhmwealth.com | 423.826.1670

Our Professionals

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