Updated November 20, 2023
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HHM Wealth Advisors, LLC

Investment Advisor Firm
Total assets under management$918M
Years in business34+

About HHM Wealth Advisors, LLC

HHM Wealth Advisors, LLC is a financial advisory company that delivers client satisfaction and personalized wealth management services. Founded in 1990 as Evergreen Management, HHM Wealth Advisors is an independent firm led by a highly qualified team of advisors. With a focus on building client-advisor relationships based on trust and commitment, the company aims to understand each client's needs and provide tailored solutions to help them achieve their objectives.

Specializing in serving multigenerational families with complex planning needs, HHM Wealth Advisors caters to both public and private corporations and charitable organizations. The company brings over 100 years of combined financial experience through its team of professionals who hold industry credentials such as CFP, CPA, CFA, JD, and MBA.

As a proactive and trusted financial advisor, partner, and guide, HHM Wealth Advisors applies its extensive wealth management experience to assist individuals, families, businesses, organizations, and nonprofits. By analyzing past and present trends, the dedicated advisors design customized plans to help clients make informed decisions regarding their future wealth.

HHM Wealth Advisors' approach to wealth and investment management sets them apart. As a fee-based advisory firm, the company's success is directly tied to the success of its clients. Operating as an independent registered investment advisor (RIA) also means HHM Wealth Advisors adheres to a higher fiduciary standard set by regulatory agencies such as the SEC.

With a team that brings diverse credentials and expertise in finance and law, HHM Wealth Advisors goes beyond simply selling investments. They dive deep into understanding each client's unique goals and situation. By utilizing comprehensive software programs for analysis purposes, they seek not only investment opportunities but also ways to reduce expenses.

HHM Wealth Advisors prides itself on maintaining a solid record of focusing on each client’s individual path to financial success. Their approach is rooted in providing exceptional service and advice while prioritizing the needs of their clients.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about HHM Wealth Advisors, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
15084311

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Pricing options

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Hourly Fee
Assets Under Management

Regulatory filings

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