Nearly Three Decades of Excellence.
One Integrated Vision.
Born from Hohimer Wealth Management's 35+ years of fiduciary service, our specialized tax practice coordinates seamlessly with investment advisory and lending solutions—providing comprehensive financial strategies designed to support your full balance sheet.
From Wealth Management to Holistic Tax Solutions
Our journey began with Hohimer Wealth Management, founded by David Hohimer in Seattle. Over 35+ years, David and his team built a reputation for high-touch portfolio management, estate planning, and fiduciary investment advisory.
As David worked closely with clients, a critical gap became clear: tax planning was often disconnected from investment decisions and financing strategies. Without coordinated advice, clients faced missed opportunities and suboptimal outcomes.
This realization sparked our expansion. By building a specialized tax practice that sits at the center of your financial life, we now coordinate seamlessly with investment advisory and lending solutions—ensuring tax implications are considered before you act, not after.
Complementing this integration is Lendinco, our affiliated lending institution. With over 30 years of lending expertise, Lendinco provides residential, commercial, and private credit solutions that coordinate with our tax and wealth strategies—ensuring every financing decision optimizes your overall financial position.
- Fiduciary Standard: As an affiliate of a Registered Investment Adviser, we embrace a fiduciary duty to put your interests first.
- Integrated Network: Tax, wealth management, and lending working in concert.
- Decades of Coordinated Experience: 35+ years portfolio management plus 30+ years lending expertise.
Core Values Rooted in Legacy
Inherited from Hohimer Wealth Management's decades of service, our values reflect an unwavering commitment to fiduciary excellence, integrated financial solutions, and the well-being of every client we serve.
Fiduciary Standard
As an affiliate of a Registered Investment Adviser, we embrace a fiduciary duty to put your interests first, with transparent recommendations and clear explanations.
Integrated Expertise
Tax, wealth management, and lending professionals working together under a unified framework. 35+ years of wealth advisory plus 30+ years of lending expertise, all informing your tax strategy.
Lasting Relationships
Following David Hohimer's philosophy of taking time to listen and learn, we build deep relationships—understanding not just your tax situation, but your long-term goals and family vision.
Strategic, Not Just Transactional
We emphasize planning, education, and ongoing collaboration—not just filing returns once a year. Proactive strategies designed for your unique situation.
Excellence in Coordination
Direct integration with your investment and credit strategies so tax implications are considered before you act—not after. This is what sets us apart.
Seattle Roots, Nationwide Reach
Based in Seattle with David Hohimer's legacy, we serve clients with multi-state footprints, multiple properties, and income sourced across jurisdictions.
Three Pillars. One Integrated Network.
Through our affiliated companies under the Hohimer umbrella, we deliver truly holistic financial services—seamlessly coordinating wealth management, tax planning, and lending solutions to serve every aspect of your financial life.
Hohimer Wealth Management
35+ years of fiduciary wealth advisory
- Portfolio management & investment advisory
- Estate planning & wealth transfer strategies
- Retirement & long-term financial planning
- Fiduciary Registered Investment Adviser
HWM Tax & Accounting Solutions
Specialized Tax Practice
- Advanced tax planning & preparation
- Business, trust, and estate returns
- Multi-state and mobility-focused planning
- Coordination with wealth and lending
Lendinco
30+ years of lending expertise
- Residential & commercial mortgages
- Private credit solutions
- Coordinated with tax and wealth strategies
- Optimizes your full balance sheet
Together, we provide comprehensive financial solutions few firms can match: Investment strategies optimized for tax efficiency through Hohimer Wealth Management. Advanced tax planning and preparation that coordinates with your wealth and lending decisions. Strategic financing solutions via Lendinco that align with your overall financial plan. This is true coordination—where wealth management, tax strategy, and lending decisions work together to support your full balance sheet.
David Hohimer
Founder, Hohimer Wealth Management | Principal Tax Strategist
Born and raised in Chicago, now calling Seattle home, David founded Hohimer Wealth Management over 35 years ago with a vision: to provide comprehensive financial guidance with an unwavering fiduciary commitment. Over time, he witnessed clients facing disconnected advice—tax preparers working in isolation from investment advisors and lenders.
"We invest in you, first and foremost. But I realized that protecting wealth means coordination—ensuring tax strategies work in sync with investment decisions and financing plans. By building this specialized tax practice, we now offer what clients truly need: one integrated team where tax, wealth, and lending work seamlessly together."