HHM Wealth Advisors

Please join us in congratulating Bailey Howard on graduating from Protégé Chattanooga 2025-2026. Congratulations to the entire Class of 2026! We can't wait to see how you continue to grow, lead, and make an impact across our community.

Please join us in congratulating Jamie McLean on recently earning the Certified Financial Planner (CFP®) designation, marking an important professional milestone!

We are proud to be recognized by Accounting Today as one of the nation’s top registered investment advisory firms affiliated with an accounting practice.

Accounting Today’s Wealth Magnets ranking identifies the 150 largest CPA-affiliated wealth management firms across the United States, based on assets under management (AUM) as of June 30, 2025. The list is a leading industry benchmark for financial planning and investment management practices that operate alongside public accounting firms. See the full listing here: https://www.hhmcpas.com/post/hhm-wealth-advisors-ranked-among-top-50-u-s-accounting-firm-wealth-magnets

We are proud to announce the promotion of Josh Cropp to Chief Investment Officer. Josh will now lead the firm’s investment strategy, chair the investment committee, and oversee portfolio construction and trading.

Since joining HHM Wealth in 2017, Josh has played a key role in strengthening our investment process through research-driven insights and client-focused guidance. With over a decade of industry experience, he holds designations as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, and is a Registered Investment Advisor Representative.

Congratulations, Josh!

Please join us in congratulating Bailey Howard, HHM Wealth Advisor, for being selected to the Chattanooga Chamber 2025–2026 Protégé Chattanooga cohort!

This prestigious program connects emerging leaders with top business, civic, and nonprofit leaders in our region to foster growth, connection, and community impact. We’re proud to see Bailey representing HHM and investing in the future of Chattanooga!

We are excited to announce our recent expansion to Memphis, Tennessee! Last week, we integrated with our affiliate HHM CPAs at their Kirby Parkway location, strategically advancing into wealth management services within the Memphis area.

We are honored to have Patrick O'Connor, CFP® and John Dunham, CFP®, MBA spearheading the Memphis office.

HHM CPAs BizSpotlight - Memphis Business Journal Discover the latest press releases from HHM CPAs with the Memphis Business Journal's BizSpotlight

For the past eight years, you've helped us win the Chattanooga Times Free Press Best of the Best under the Finance category: Investment Firm!

Vote to help us win 1st place again in 2024! Thank you for your continued support.

Vote here: https://www.timesfreepress.com/bob/ #/gallery/435449089

Thank you for voting us the Chattanooga Times Free Press Best of the Best Investment Firm for the 8th year in a row!

We are honored to have your continued support.

For the past seven years, you've helped us win the
Chattanooga Times Free Press Best of the Best People's Choice Awards under the Finance category: Investment Firm!

Vote to help us win 1st place again in 2023! Thank you for your continued support.

Vote here: https://www.timesfreepress.com/bob/ #/gallery/380674871/?group=452528

Thank you for voting us the Chattanooga Times Free Press Best of the Best Investment Firm for the 7th year in a row! We are honored to have your continued support.