Straightforward Strategies for Retirement, Investments & Legacy Planning
Call/Text 859-710-5428
hmcewen@osaicwealth.com
Always Putting Clients First
I have been helping clients navigate their financial life with knowledge and confidence but without the jargon for over 25 years.
By pairing the technical rigor of the CFA® charter with a focus on my client’s personal goals,
I help ensure their investment portfolio stays aligned with their life.
I value independence, transparency, honest advice, and a steadfast commitment to being a good steward of their wealth.
“If you hire investment professionals with a CFA, you absolutely have confidence at the level of qualification.”
- Jenny Johnson, CEO/President, Franklin Templeton
About Me
I live in Bellevue, Kentucky, with my wife, Alicia, an adjunct professor of psychology and our cat, Gizmo.
I am the proud father of two grown daughters: Dagny, an elementary school music teacher, and Harper, a middle school English teacher.
Outside of the office, I’m a life-long learner and compulsive hobbyist. To see more scroll down to “Outside the Office”.
Socials
Community Involvement
Professional Leadership
Vice President, Estate Planning Council of Northern Kentucky
Board Member, Queen City Pollinator Project
Member, Cincinnati Estate Planning Council
Community & Personal
Officer, Fort Thomas Masonic Lodge #808
Member, Oola Khan Grotto
Member, Cincinnati Athletic Club
Member, Ohio Valley Woodturners Guild
Member, Buddhist Dharma Center of Cincinnati
Outside the Office
Outside the office, I’m a life-long learner and compulsive hobbyist.
Beekeeping
Chess
Writing
Reading
The Great Courses
Yogurt and sauerkraut recipes
My Designs