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Barron's Top 100 RIA Firms 2022

Georgia

Georgia

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In addition to HB’s headquarters in Buckhead, we have offices in Alpharetta, Peachtree and Sandy Springs.

These offices provide financial planning, investment management, foundation & nonprofits, and family office services tailored to fit your family’s needs.

Our experienced advisors work with a wide range of clients, including but not limited to multi-generational families, institutions, business owners, corporate executives, professional athletes, women, and young professionals.

These locations are home to many of HB’s Principals/Directors, Associates, Investment, Family Office, Client Care/Operations, Marketing, Compliance, Risk, and Human Resources teams.

Our collaborative culture and deep bench of investments, operations, and client care staff means ultimately your client service team is the entire firm.

Georgia Locations

Buckhead (HQ)

3550 Lenox Road, NE, Suite 2700
Atlanta, GA 30326
404.264.1400

Alpharetta

2475 Northwinds Parkway, Suite 100
Alpharetta, GA 30009
404.264.1400

Peachtree

3630 Peachtree Road NE, Suite 940
Atlanta, GA 30326
404.231.3414

Sandy Springs

333 Sandy Springs Circle, Suite 121
Sandy Springs, GA 30328
404.459.0027

Want To Learn More About HB?

Contact Us

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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