Wealth Management Built For You® in Atlanta, GA

For over 35 years, HB Wealth Management has supported financial success through independence, objectivity, and an unwavering commitment to your goals. Welcome to our Atlanta, GA office, where our fee-only fiduciary approach has established a legacy of trust, transparency, and transformative results.

As one of the nation's top 10 fee-only RIA leaders, HB Wealth Management stands apart by placing its clients’ best interests first. With a 98% client retention rate and over $25 billion in assets under management*, our success is built on trust and an unwavering commitment to serving clients. Our Atlanta, GA advisors serve clients as a fiduciary—meaning every decision, strategy, and solution is shaped by one driving force: your financial success. As an independent firm, we are not bound by corporate mandates. Our principal-led ownership allows us to focus on serving your best interests.

*As of May 31, 2025. How we calculate client retention rate.

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Atlanta, GA (HQ)

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

Comprehensive Wealth Management in Atlanta, GA

Managing wealth requires more than just investment expertise. Our team of experienced professionals in Atlanta, GA works collaboratively to create tailored financial strategies designed to help you navigate life’s complexities using a full range of wealth management services:

Insurance Planning

Managing risk for your assets and property*

Estate Planning

Creating strategies for generational wealth transfer

Risk Management*

Identifying and addressing potential investment and financial risks

Investment Management

Portfolio management combining traditional and alternative investments

Retirement Planning

Building and preserving wealth for your future

Education Planning

Preparing for the investment in your children’s education

Tax Planning

Working to maximize efficiency in your financial strategy

Wealth Forecasting

Creating clear paths to your financial goals

Charitable Planning

Aligning your wealth with your values

Administrative Services

Handling the details that matter

*Risk management does not imply lower/no risk.

HB Family Office Services

For clients with complex wealth management needs, our Atlanta, GA team also provides sophisticated family office solutions that streamline the intricacies of substantial wealth. Through HB Family Office, we serve as your dedicated wealth management team, coordinating with your existing advisors while delivering specialized expertise in multi-generational planning.

Our family office capabilities include:

  • Prioritizing your financial well-being with flexible fee structures and unbiased advice
  • Access to sophisticated alternative investment opportunities
  • Evaluating complex estate planning strategies
  • Strategic philanthropic and foundation guidance
  • Consolidated reporting across all assets, including private investments
  • Family governance and next-generation education
  • Enhanced administrative solutions, including bill pay services

Your Atlanta, GA team includes dedicated Family Wealth Strategists who bring deep experience in estate planning and multi-generational wealth transfer, helping achieve your legacy goals efficiently through our multi-family office structure.

The HB Difference Delivered by the Atlanta, GA Team

Your relationship with HB transcends traditional wealth management. We begin by understanding your specific vision and then create a comprehensive strategy incorporating lifetime wealth forecasting, dynamic investment planning, strategic tax considerations, and sophisticated risk management. This precision-driven approach is designed to ensure your wealth management strategy evolves alongside your aspirations.

Meet Your Atlanta, GA Dedicated Wealth Advisors

Great client service begins with great people. Our Atlanta, GA team combines diverse expertise and professional backgrounds to serve your family’s specific needs.

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Robin Aiken, CFP®

Senior Wealth Advisor, Shareholder
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Alex Arnold

Wealth Advisor
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Trent Arnone, CFP®

Wealth Advisor
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Emily Bentley

Senior Wealth Advisor, Shareholder
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Bill Bolen, CFP®, CFA

Senior Wealth Advisor, Shareholder
Isaac Bradley

Isaac Bradley, J.D., CPA, CFP®

Director of Financial Planning
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Gene Brooks, CFP®

Senior Wealth Advisor, Shareholder
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Frank Butterfield, CPA, CFP®, PFS, CFA

Principal
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Evan Byers, CFA, CFP®, CAIA

Senior Wealth Advisor, Shareholder
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Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

Senior Wealth Advisor, Shareholder
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Julian Davis, CPA, CFP®

Wealth Advisor
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Brandon Downs, CFP®

Senior Wealth Advisor, Shareholder
Abbey Flaum

Abbey Flaum, J.D., LL.M.

Wealth Strategist, Shareholder
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Jarrod Freeman, CFP®, BFA™

Wealth Advisor
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Adam Fuller, CFA, CFP®

Senior Wealth Advisor, Shareholder
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Molly Guenther, CFP®, CFA

Senior Wealth Advisor
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Dave Kochamba, CFP®

Senior Wealth Advisor, Shareholder
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Chris Kowal, CFP®

Senior Wealth Advisor, Shareholder
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Mike Landsberg, CPA, CFP®, CPWA, PFS

Senior Wealth Advisor, Shareholder
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Sean Lennox, CFP®, ChFC®

Senior Wealth Advisor, Shareholder
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Billy Levine

Senior Wealth Advisor, Shareholder
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Kossandra McDuffie, CPA, CFP®

Wealth Advisor, DEI Committee Chair
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Patrick McGonigle, CFP®, MPAS®

Senior Wealth Advisor, Shareholder
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Tricia Mulcare, CFP®, CPA, PFS

Senior Wealth Advisor, Shareholder
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Ben Riddick, CFP®

Senior Wealth Advisor, Shareholder
A man wearing a dark suit, light blue shirt, and black polka dot tie smiles at the camera. The background is blurred and appears to be an office setting with large windows.

Jeff Rosengarten, CFP®

Senior Wealth Advisor, Shareholder
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Jaime Ruff, CFP®

Senior Wealth Advisor, Shareholder
A person with long, curly blonde hair smiles at the camera. They are wearing a dark sweater and a necklace with a round pendant. The background is softly blurred, giving a professional ambiance.

Jennifer I. Storey, CFP®

Senior Wealth Advisor, Shareholder
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Timothy M. Tallach, J.D., CPA

Director, Advanced Tax Planning & Family Office Services
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John Taylor, CFP®, CFA

Senior Wealth Advisor, Shareholder
A man with short hair wearing a dark blazer over a white shirt stands in front of a blurred background with cool tones. He is smiling slightly at the camera.

Eric Toole, CFP®

Senior Wealth Advisor, Shareholder
A woman with blonde hair smiles at the camera. She is wearing a blue and white patterned outfit. The background is blurred, featuring a soft blue and green color palette.

Lee Van Leuvan, CFP®

Senior Wealth Advisor, Principal
A woman with long brown hair smiles at the camera. She is wearing a black blazer over a patterned top. The background is a blurred gradient of blues and whites.

Charlotte Vidal, CFA, CFP®

Wealth Advisor
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Frank Waterson, CFP®

Senior Wealth Advisor, Shareholder
A person with shoulder-length brown hair, wearing a gray blazer over a dark shirt, smiles softly against a light blue background.

Michelle Wolff, CFP®, ADPA®

Wealth Advisor
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Michael A. Woocher, CFP®, J.D.

Chief Advisory Officer, Shareholder

Let's Talk About Your Financial Future

Connect with our Atlanta, GA team to explore how we can help you make informed, confident decisions about your financial future. Whether you are planning for retirement, managing a business, or navigating a significant life transition, we provide the expertise and guidance you need every step of the way.

Here are some examples of how we have helped our clients:

  • Created retirement plans that balance income needs with long-term growth
  • Designed investment strategies to support multi-generational wealth
  • Implemented tax-efficient wealth transfer strategies
  • Guided families through the complexities of philanthropic giving

Ready to take the next step in your financial journey? Request a consultation with one of our Atlanta, GA dedicated wealth advisors today. We look forward to partnering with you to achieve your wealth management goals.

Tailored Services For High-Net-Worth Clients

Frequently Asked Questions

Important Disclosures: This material is provided for informational purposes only, and all services described may or may not be ultimately provided to each client depending on their personal situation, needs, and net worth. Alternative investments in private funds or other private securities are only available to accredited and/or QP investors who meet certain suitability requirements. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Past performance is no guarantee of future results and no investment strategy can guarantee profit or protection against losses. The retention rate is calculated by HB using the past five full calendar years of the client data rounded to the nearest whole percentage point and updated annually aligned with the March 31 Form ADV filing. This retention rate data should not be construed as a past or current endorsement of HB by its clients or a guarantee of the results that a new client will receive.

How HB Can Help You

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