Our Story

Our firm’s first iteration began 40 years ago, and what began as a local office has now grown into a firm serving clients and other advisors from coast to coast. We began as a family business, and we retain that same operating culture with our team and our clients.

Our model is quite unique, blending high end tax planning, financial planning solutions, and investment management under one roof. As a family office, we are problem solvers, helping clients navigate the entirety of financial life, from tax returns, to managing portfolios, to business strategy, to making big life decisions.

As your OSJ, growth or succession partner, we bring our expertise to help you write the pathway for your professional and financial life.

Richard H. Heckard, CPA, AIF

Richard is a partner of H&H, and the president of our investment/brokerage firm, CCA. Richard is a graduate of Furman University and prior to moving into the small business world, he was in management at Grant Thornton, a leading international accounting firm, where he piloted audit, transaction, and advisory teams. He is the father of two boys, passionate about fitness, and an Arsenal FC fan.

Steven K. Howell, CPA, CFP, MBA

Steven is a partner of H&H, and the VP of our investment/brokerage firm, CCA. He completed his undergraduate and graduate studies at Winthrop University, before completing his postgraduate work at LSU. He has written for and contributed to various national outlets, including the Journal of Accountancy and Bloomberg. When he’s not in the office you can find him looking for new hiking trails, golfing, or hunting for vintage Martin guitars.