Trenton Arnone (CFP®)
Trenton Arnone focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Alternative or Private Investments
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services to high-net-worth individuals and families with a portfolio value of $1M+. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with offices in Florida, Maryland, South Carolina, and Tennessee, and has experience serving business owners and entrepreneurs, corporate executives, professional service practitioners (e.g., doctors, lawyers, etc.), suddenly single individuals, multi-generational families, and institutions. With a mission of bringing unwavering financial peace of mind to its clients, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach.
Additional Information
Trent joined HB Wealth in January 2017 and is currently a Wealth Advisor. In this role, he and his team work with a diverse client base consisting of working professionals, retirees, and corporate executives. Through collaboration and comprehensive planning, he works alongside his clients to help them achieve their financial goals.
Before HB Wealth, Trent spent two years with Fort Washington Investment Advisors in Cincinnati. He received his Bachelor’s degree in Finance from the University of Cincinnati and is a CERTIFIED FINANCIAL PLANNER™ professional.
Trent is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He co-leads NAPFA’s Atlanta Study Group and serves as membership chair on the south region board.
n his spare time, Trent enjoys spending time with his family and friends, traveling, and rooting for the Chicago Bears and Cincinnati Bearcats. He lives with his wife, children, and dog in Smyrna.
NAPFA Start Date
September 14, 2021
Visit Website
Download vCard
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.