Wealth Management Built For You®

Helping Families Protect, Grow, and Manage Their Wealth Since 1989

Fiduciary, Comprehensive, and Personal Wealth Management

The HB Difference

Fiduciary
“I want an advisor who is acting in my best interest at all times, period.”

We founded our firm in 1989 based on this core principle.
Expertise
“I want real knowledge on my financial team, not salespeople pretending to be advisors.”

The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations.
Alternatives
“I want more than just plain vanilla stocks and bonds in a portfolio personalized for me.”

Our investment experts source and analyze compelling private alternative investments to target improved long term performance in combination with our traditional investments.*

Comprehensive
“I want someone to help handle everything in my financial life, saving me time and money.”

We serve as your family CFO, handling your investments and planning issues big and small.
Technology
“I want the latest technology to make my life easier.”

We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.
Personal
“I want real people advising me now and in the future to help me stay on track.”

We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.

Who We Are

Founded in 1989

Providing fee-only fiduciary advice for over 30 years

True Fiduciaries

The foundation of our firm that will never change

Independent

Not owned by bank or brokerage firm

Clients in 46 States

Based in Atlanta and serving clients across the U.S.

98%

Client retention rate

Latest Insights and News

Saving For College - 529 Planning Options

January 30, 2023

By: Philip Clinkscales 1/30/2023 A 529 plan gives parents,…

One Financial Habit That Trumps All The Resolutions

January 23, 2023

By: Principal, Tana Gildea, CFP®, CPA, CCFS Most of…

Let’s Plan For A Fantastic Financial Year

January 13, 2023

By: Principal, Tana Gildea, CFP®, CPA, CCFS I love the…

Our Services

Service Levels and Costs

Learn more about our HB service levels and costs.

Financial Planning

Learn more about how HB helps you protect, grow, and manage your wealth so you can relax and enjoy life.

Investment Management

Learn more about the personalized HB approach to investing.

Foundations and Nonprofits

Learn more about how HB provides fiduciary investment management to tax-exempt organizations.

Family Office

Learn more about how the HB Family Office division specializes in serving your unique ultra high net worth family’s needs.

Forbes America’s Top RIA Firms

2022

Financial Planning Top 20 Fee-Only RIAs

2022

Top 50 Registered Investment Advisors

2010 – 2022

Barron’s Top RIA Firms

2020-2022

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

*Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not be allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments.

Learn More About How HB Can Help You

Call 404-264-1400

Wealth Management Built For You®

Fiduciary, Comprehensive, and Personal Wealth Management

The HB Difference

Fiduciary

Expertise

Alternatives

Comprehensive

Technology

Personal