Jake Butcher
President | Partner | Wealth Advisor | Retirement Planning | Investment Management Solutions
- Role
- President Wealth Advisor Partner at HCM Wealth Advisors & CPAs
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Jake Butcher
As a fee-only Registered Investment Advisor, HCM Wealth Advisors (Hengehold) is dedicated to serving individuals looking for intelligent solutions that will allow them to attain financial independence. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. Our loyalties are always aligned with our clients\' best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. If Financial Independence is important to you, we should talk.
Experience
President Wealth Advisor Partner
Jan 2011 — Present · Cincinnati, OH, US
HCM Wealth Advisors (Hengehold Capital) is an employee owned fee only Registered Investment Advisor.
Education
Xavier University
Executive Certificate in Financial Planning
2011 — 2012
University of Cincinnati Carl H. Lindner College of Business
BBA Finance, International Business, Co-Op Participant
2006 — 2011
CEA Global Campus in Madrid, Spain
International Business
2009 — 2009
The Goering Center for Family & Private Business
Graduate of the Leadership Development Institute 2019
2018 — 2019
Skills
- Mutual Funds
- Financial Reporting
- Fixed Income
- Investments
- Wealth Management
- Retirement Planning
- Financial Services
- Financial Analysis
- Portfolio Management
- Trading
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