Serving Over 3000 Families and Managing Over $12.5 Billion of Assets with Our Fee-Only Fiduciary Comprehensive Wealth Management Approach Since 1989
One of the 50 largest registered investment advisor firms in the country based on assets under management, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in metro Atlanta and now have 38 principals and more than 175 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.
* Click here to read how we calculate client retention rate.
