HB Wealth

HB Wealth is a wealth management firm that offers financial planning, investment management and family office services on a fee-only fiduciary basis. Its advisors include CFA charterholders and CFP professionals, and the firm works with high-net-worth individuals and families, business owners, corporate executives, professional practitioners, and institutions such as foundations and nonprofits. Services include estate, tax, retirement and insurance planning, along with private market investments in private equity, private credit and private real estate.

HB Wealth was founded in 1989 and was formerly known as Homrich Berg Wealth Management. Clients are served from offices across several states, and the Atlanta office is at Lenox Road in Northeast Atlanta. The firm offers three service levels with a transparent, fee-only cost structure, and advisors are available by phone, in person or virtually as clients need.