Ryan Best, CFP®
Principal
Wealth Management Built For You® in Tampa, FL
For over 35 years, HB Wealth Management has supported financial success through independence, objectivity, and an unwavering commitment to your goals. Welcome to our Tampa, FL 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 $18 billion in assets under management*, our success is built on trust and an unwavering commitment to serving clients. Our Tampa, FL 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 December 31, 2024. How we calculate client retention rate.
Tampa, FL
7650 W. Courtney Campbell Causeway, Suite 275
Tampa, FL 33607
813.851.0850
Comprehensive Wealth Management in Tampa, FL
Managing wealth requires more than just investment expertise. Our team of experienced professionals in Tampa, FL works collaboratively to create tailored financial strategies designed to help you navigate life’s complexities using a full range of wealth management services:
Managing risk for your assets and property*
Creating strategies for generational wealth transfer
Identifying and addressing potential investment and financial risks
Portfolio management combining traditional and alternative investments
Building and preserving wealth for your future
Preparing for the investment in your children’s education
Working to maximize efficiency in your financial strategy
Creating clear paths to your financial goals
Aligning your wealth with your values
Handling the details that matter
*Risk management does not imply lower/no risk.
For clients with complex wealth management needs, our Tampa, FL 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 Tampa, FL 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 Tampa, FL 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 Tampa, FL Dedicated Wealth Advisors
Great client service begins with great people. Our Tampa, FL team combines diverse expertise and professional backgrounds to serve your family’s specific needs.
Steve Cass, CFP®
Managing Director
Brad Glover, CFA
Principal
Keith Johnson, CFP®
Principal
Drew LaGrande, J.D., LL.M.
Managing Director & Family Wealth Strategist
Sean Maguire, CFA
Managing Director
Lex Smith, CFP®
Principal
John Willoughby, CFA
Principal
Let's Talk About Your Financial Future
Connect with our Tampa, FL 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 Tampa, FL 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.