HB Wealth

Founded in 1989, HB Wealth is a national independent wealth management firm providing clients with fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with offices throughout the Southeast and beyond, serving a diverse community of clients, including individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated.

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.
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Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

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.
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This Office

1 West Pennsylvania Ave., Suite 800 Towson, MD 21204 Phone: (410) 337-7575

Primary Office

3550 Lenox Rd NE Suite 2700 Atlanta, GA 30326 Phone: (404) 264-1400

Other Offices

333 Sandy Springs Cir Suite 121 Sandy Springs, GA 30328 Phone: (404) 459-0027
3740 Executive Center Drive Augusta, GA 30907 Phone: (706) 855-0170
1033 Demonbreun Street Suite 300 Nashville, TN 37203 Phone: (404) 264-1400
2502 North Rocky Point Dr., Suite 560 Tampa, FL 33607 Phone: (813) 851-0850
1201 Main Street Suite 1980 Columbia, SC 29201 Phone: (803) 200-1482
3835 PGA Boulevard Suite 307 Palm Beach Gardens, FL 33410 Phone: (561) 532-2740
1 West Pennsylvania Ave., Suite 800 Towson, MD 21204 Phone: (410) 337-7575
10980 Grantchester Way, Suite 220 Columbia, MD 21044 Phone: (410) 337-7575
2475 Northwinds Parkway Suite 100 Alpharetta, GA 30009 Phone: (404) 264-1400
355 S. Main Street, 1st Floor Greenville, SC 29601 Phone: (404) 264-1400