HB Wealth

HB Wealth is a leading national independent wealth management firm dedicated to providing fiduciary, fee-only wealth advisory services, investment management, and family office services. Founded in 1989, HB Wealth has grown to become one of the country’s largest fee-only registered investment advisors (RIAs), managing over $25 billion for individuals, families, and institutions. With a strong commitment to delivering unwavering financial peace of mind, HB Wealth offers comprehensive advice and concierge-level care.

Headquartered in Atlanta, Georgia, at 3550 Lenox Rd NE, Atlanta, Georgia 30326, US, HB Wealth operates with more than 300 employees across 11 offices in five states. Additional locations include 2475 Northwinds Pkwy, Suite 100, Alpharetta, Georgia 30009, US; and 3835 PGA Blvd, Suite 307, Palm Beach Gardens, Florida 33410, US, among others. The firm’s approach is built around the fiduciary standard, ensuring that clients' best interests are always the top priority.

HB Wealth specializes in tax planning, consolidated reporting, investment management, estate planning, wealth management, family office services, and risk management, ensuring that all aspects of financial well-being are expertly managed. HB Wealth continues to set the standard for excellence in the financial services industry. Management is currently finalizing additional information to further enhance the company's profile.

To the esteemed manager of HB Wealth, we invite you to create a customized and exclusive company showcase and product listing on our platform to further highlight the exceptional services offered by HB Wealth.