Bill Cleveland (CFP®, CPA/PFS, MBA)
Bill Cleveland focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- 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 has offices in Georgia, 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
Bill has served in an advisory capacity role for over 20 years. He takes great pride in putting his clients first and surrounds them with a team of advisors who will do the same. He is also committed to professional and personal development.
Bill started his career as a senior associate with PriceWaterhouseCoopers. After two years he started working as an associate with HB Wealth in which he supported advisors to assist clients with their financial planning and investment needs. Bill went on to start his own wealth management firm, Calvary Wealth, in 2004. Calvary Wealth was created with the premise that trust is essential, and client’s need to trust their advisor’s judgement, knowledge, and ability. After many years of successfully serving clients, Bill chose to merge Calvary Wealth with HB Wealth in 2023.
Bill received his Bachelor of Business Administration with an Accounting concentration from The University of Georgia, his MBA in Financial Planning and Finance from Georgia State University – J. Mack Robinson College of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist.
Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base. He is a National Association of Personal Financial Advisors (NAPFA) member, American Institute of Certified Public Accountants (AICPA) member, Heritage Academy Board Member, and works with the Kingdom Here Ministries. Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.
NAPFA Start Date
June 15, 2004
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