Delivering A Client Experience Built For You
We deliver fiduciary advice always acting in your best interests.
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.
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.
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.
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.
We have deep expertise, insisting that our client service associates earn their CFP® certification and/or their CFA® charter.
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.
3550 Lenox Road, NE
Atlanta, Georgia 30326
5755 North Point Parkway
Alpharetta, Georgia 30022
400 Galleria Parkway
Atlanta, Georgia 30339