HB Wealth was a sponsor of the recent Miss Mary's Old Fashioned Cornhole Tournament benefitting The Drake House! The Drake House provides supportive housing and enrichment programs for mothers and children who are experiencing homelessness in north metro Atlanta. Kelsey Waite, Megan Cashman, Sarah Smith, CFP®, and Lauren Mason represented HB at the tournament supporting this great cause!
HB Wealth
Financial Services
Atlanta, Georgia 5,947 followers
The Fiduciary Standard, Elevated.™
About us
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. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for 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. Learn more at hbwealth.com.
- Website
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https://hbwealth.com/
External link for HB Wealth
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Specialties
- Wealth Management, Investment Management, Financial Planning, Estate Planning, Tax Planning, Risk Management, Family Office Services, and Consolidated Reporting
Locations
Employees at HB Wealth
Updates
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Many wealth management firms say that they adhere to a fiduciary standard, but at HB Wealth we set the bar higher. Think of it as "The Fiduciary Standard, Elevated." Watch our video to learn more. #HBWealth #TheFiduciaryStandardElevated
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Next week, HB Wealth Managing Director of Private Investments Zach Ruchman is speaking in a roundtable discussion at The Global Absolute Return Congress (‘Global ARC’) Boston conference. He will join industry peers in a conversation around high-alpha investment products for wealth management clients on Wednesday, October 22nd, from 2:00-3:20 p.m. ET. Learn more about the event and register here: https://bit.ly/42ALUeO
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Stop by our booth at The University of Georgia's 2025 FACS Internship and Career Fair today, October 15th, from 10:00 a.m. to 1:00 p.m. at the Tate Student Center. We look forward to meeting you and sharing information about HB Wealth. We hope to see you there! Learn more about careers at HB Wealth: https://bit.ly/3IgB7zh #HBWealth #UniversityOfGeorgia
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HB Wealth recently attended career fairs at Morgan State University and Towson University College of Business & Economics. We enjoyed meeting everyone and sharing information about the firm. Thank you to Naomi Rosales, Harrison Rafiq, CFA, Cari Elliott, CFP®, Tammy Galusky, and Peter Sorensen for representing HB at these events! Learn more about careers at HB Wealth: https://bit.ly/3IgB7zh #HBWealth
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Meet the newest members of the HB Wealth team: Kellie Bath, Wyatt Copeland, Brittan Fussell, CFP®, Stephanie Garcia, and Alondra Gonzalez Please join us in welcoming them to HB! Learn more about our new team members at the link below. #HBWealth
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What a day! Our HB Wealth team gathered on Tuesday at the Georgia Aquarium for our annual all-employee retreat. We kicked things off by honoring our HB Wealth Values Award winners, received a "state of the firm" update from senior leaders, had an exciting rock-paper-scissors showdown, and heard from an employee panel on how to use AI to "raise the bar". We also enjoyed a motivational talk from Dennis Moseley-Williams and a fireside chat with HB Wealth Board Member David Trujillo. It was a day of connection, celebration, and fun! #HBWealth
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HB Wealth Chief Operating Officer Kyle Glenn is speaking at the Family Wealth Alliance, Inc. 2025 Alliance Fall Forum on October 28th! He will participate in a panel titled "Future-Proofing Your Tech Stack" to discuss ways that firms can leverage current technologies while preparing themselves for the future of tech. Learn more about the event and register here: https://bit.ly/3KFPvC9. Registration ends TODAY, October 10th, so be sure to grab your spot!
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Wealth Strategist & Senior Wealth Advisor Natalie Whelton will co-present a lecture put on by the Maryland State Bar Association – MSBA titled "Start-Up to Set-Up: QSBS Opportunities in Estate & Tax Planning," covering planning strategies for clients who own Qualified Small Business Stock. The online event is scheduled for next Thursday, October 16th, and will start at 12:00 PM EST. Learn more and register here (if you are not an MSBA member, you can create a free account to register): https://bit.ly/4h3ORKU
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HB Wealth's Mid-Atlantic team recently participated in its fourth consecutive volunteer day with First Fruits Farm, Inc. in Freeland, MD. Our employees had a productive day harvesting fresh produce for the organization, which supplies over 2 million pounds of healthy produce a year to soup kitchens, food banks, shelters, schools, and other organizations. We are proud to support this wonderful cause! #HBServes #FirstFruitsFarm
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