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Client Experience

Client Experience

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Delivering a Client Experience Built for You

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Fiduciary
Fee-Only Advice

We deliver fiduciary advice always acting in your best interests.

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Financial Team Leader

We are the leader of your financial team, taking care of all of the details big and small and coordinating with your CPA, attorney, and other advisors so that you do not have to spend your time managing the process.

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Online Reporting

We have invested in technology to provide you with online 24/7 reporting so that you do not have to wait for a meeting to find out what is going on with your money.

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Team Approach

We operate with a team approach so that more than one person at HB knows your situation and so that we can leverage the expertise of the entire firm to help address your issues.

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Interactive Planning

We have invested in interactive financial planning technology that allows us to show you how your wealth forecast is affected by different events and assumptions as part of an interactive meeting.

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Deep Expertise

We have deep expertise, encouraging the majority of our client service associates earn their CFP® certification and/or their CFA® charter.

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Client Stories

We put it all together in some example client stories that highlight how we focus on different unique client situations to deliver the total client experience that you want and deserve.

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Tailored Services For High-Net-Worth Clients

Want to Learn More About the HB Client Experience?

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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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
  • HB 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
  • HB 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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