Profile
HB Wealth Management
A Top 10 Fee-Only Registered Investment Advisor Serving Clients Across the Country
Fiduciary
HB always acts in the best interests of our clients, period.
RIA
HB is an SEC registered investment adviser.*
Fee-Only
We are paid only by our clients for wealth management advice.
1989
HB was founded over 35 years ago in Atlanta.
200+
Strong and diverse employees to serve you with personalized high touch service.
3700+
Families that have hired HB as their trustworthy CFO.
48
HB has clients in 48 states
$18 Billion+
Assets Under Management as of December 31, 2024
10
Strategic office locations across the Southeast and beyond including Greater Atlanta, Florida, Nashville, Columbia, Augusta, and Maryland
85+
Advanced Credentials
Homrich Berg’s Geographical Reach
* Registration with the SEC does not imply any level of skill or training.