HHM takes a different approach to wealth management. As a Registered Investment Advisor with more than a century of combined industry experience, our motivations, standards, and credentials set us apart.
Different Motivation
As a fee-based advisory firm, our success is directly linked to yours. That means we meet our goals by helping you meet yours.
Different Standards
As an independent Registered Investment Advisor, we’re held to a higher standard by regulatory agencies such as the SEC.
Different Credentials
Our credentials include CPA, CFP®, and other advanced degrees in business. We also have access to the brightest accountants in the region through HHM CPAs.
Different Method
We understand your goals and objectives, analyzing both assets and liabilities to uncover investment opportunities.
Our Vision & Values
Clients Come First
We focus completely on providing confidence, accountability, and expertise to our clients.
Driven By Integrity
We foster accountability through direct engagement between clients and their primary advisor.
Balanced Approach
We help to mitigate risk by analyzing and utilizing a balanced array of tools and strategies.
Comprehensive Service
We offer expertise and experience across the full spectrum of our clients’ wealth.
Focus on Quality
We earn the trust our clients bestow upon us in every detail of the work we do.
Our philosophy for conducting business boils down to one person—you.
We believe...
It takes a highly-educated, tenured staff to understand the nuances of wealth management. That’s why we’re committed to continuing financial and investment education and staying current with industry developments and trends.
Honesty, transparency, ethical business practices, clear communication, and client privacy are paramount. Your financial interests and personal goals are the driving force of our work.
Supporting Our Communities
HHM Wealth regards community support as an important investment in our future. Working closely with local leaders, HHM Wealth donates staff time to serve on boards for area nonprofits and organizations in the community.
Chattanooga
Our downtown Chattanooga, TN office is located in the historic Freight Depot Building. It was purchased by our affiliate company, Henderson Hutcherson & McCullough in 2005, then fully restored to reveal the original Market Street façade. We believe this demonstrates our respect for the past, and our ability to apply history and heritage to the future of our local community.
Memphis
Pensacola
Compliance is Paramount
Maintaining compliance is tied to the prosperity of our firm. We believe that beyond the preservation of records, it’s a matter of reputation, integrity, and control. At its core, compliance involves proactive decision making on the part of senior management. We prioritize compliance solutions so we can efficiently retain, protect, manage, and ensure authenticity of records. We also work within strategic safeguards and internal supervisory controls that ensure adequate data management and client-focused business practices.
