HB Wealth

HB Wealth is consistently recognized as one of the top fee-only RIAs in the country. The firm has been ranked among Barron's Top 100 RIA Firms (2020-2025), FinancialPlanning's Top 10 Fee-Only RIAs (2020-2025), Financial Advisor Magazine's Top RIA (2010-2025), Forbes America's Top 100 RIA Firms (2022-2025), and InvestmentNews 5-Star RIA Firms (2025).

Expert Advice. Exceptional Care. Enduring Peace of Mind.™

HB Wealth delivers comprehensive wealth advice through a fee-only fiduciary approach, provided by credentialed experts who bring depth, objectivity, and concierge-level care to every client relationship. We integrate investment management, financial planning, tax considerations, and coordination with outside professionals into a single, unified experience, designed to be proactive rather than reactive.

We work with individuals and families at every stage of wealth, from professionals, business owners, and corporate executives building toward their goals to multi-generational families navigating the responsibilities that come with significant wealth.

Our services include: Wealth Advisory Services, Investment Management, Family Office

HB Wealth brings over 35 years of wealth management expertise to help you navigate what's next.

Barron's was released 9-12-25, FinancialPlanning's was released 11-18-25, Financial Advisor's was released 7-11-25, Forbes's was released 10-1-25, InvestmentNews's was released 9-10-25. Additional details can be found here: Privacy Policy & Disclosure - HB Wealth. Compensation was not provided to obtain any of these recognitions; HB did purchase the licenses to use these logos. Rankings and awards are not indicative of future performance.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.