Hengehold Capital Management

YOUR PARTNER IN FINANCIAL INDEPENDENCE As a multi-generational financial planning and wealth management firm located in Cincinnati Ohio, Hengehold Capital Management has helped many Procter & Gamble families transition into retirement with intelligently designed financial independence plans. AS A REGISTERED INVESTMENT ADVISOR, WE ARE COMMITTED TO A FIDUCIARY STANDARD. As a Fiduciary, we act in the best interest of our clients when providing investment recommendations. As a Fee-Only Advisor,...

YOUR PARTNER IN FINANCIAL INDEPENDENCE As a multi-generational financial planning and wealth management firm located in Cincinnati Ohio, Hengehold Capital Management has helped many Procter & Gamble families transition into retirement with intelligently designed financial independence plans. AS A REGISTERED INVESTMENT ADVISOR, WE ARE COMMITTED TO A FIDUCIARY STANDARD. As a Fiduciary, we act in the best interest of our clients when providing investment recommendations. As a Fee-Only Advisor, we are not paid commissions for recommending investments. Our decisions are made with your goals and objectives in mind. We evaluate your potential for success with various asset allocations to support cash flow in retirement. We prepare your customized financial independence plan. We help you with tax strategies by guiding the planning and analysis of the proper tax location for different types of assets within your portfolio. We stress test your accumulation and spending plans. We build layers of safety into your portfolio by utilizing Bond Ladders to help provide longer term security that spans market cycles. WE OFFER THE FOLLOWING SERVICES: Asset Allocation Management Cash Flow Analysis Individual Stock Selection Portfolio Management Retirement Planning Risk Management Tax-Efficient Portfolio Management OUR TEAM’S ADVANCED CERTIFICATIONS AND DEGREES INCLUDE: Chartered Financial Analyst® (CFA®) Certified Financial Planner (CFP®) Certified Public Accountant (CPA) Certified Public Accountant – Personal Financial Specialist (CPA/PFS) Master’s Degrees in: Taxation, Economics and Finance (MST) Certified Management Accountant (CMA) Retirement Income Certified Professional® (RICP®) Certified College Planning Specialist (CCPS®)