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Insights and News

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A blog titled What’s Next for the C-Suite Leader: Leaving a Lasting Legacy by Jimmy Trimble. The text includes advice for retiring leaders: consider exciting roles, list unfulfilled desires, and determine mentorship goals. A man in a suit is pictured.
April 7, 2025

What’s Next For The C-Suite Leader-Leaving a Lasting Legacy

A collage spelling HEALTH with images of a salad, yoga, doctor, and gym. Text: Beyond the Numbers: Investing In Health: Advanced Personal Healthcare Options. Quote: The best investment we can make is in our health. Author: Jimmy Trimble.
May 14, 2024

Beyond The Numbers: Investing In Health: Advanced Personal Healthcare Options

A group of jockeys on horseback racing on a track. Text above reads: Beyond the Numbers: Derby Day Decoded - Uncover The Thrill Of Churchill Downs For First Timers. Below, a description of the Kentucky Derby and a mention of author Jimmy Trimble.
April 19, 2024

Beyond The Numbers: Derby Day Decoded – Uncover The Thrill Of Churchill Downs For First Timers

A graphic titled Beyond the Numbers: Four Tips For Protecting Your Familys Digital Legacy shows icons for free Wi-Fi, password security, updates, and phishing. Photos of two individuals with titles are at the bottom against a maroon background.
April 2, 2024

Beyond The Numbers: Four Tips For Protecting Your Family’s Digital Legacy

A diverse group of people at a community kitchen serve meals to individuals in line. Smiles and friendly interactions are visible as volunteers wearing red aprons distribute food. Natural light fills the room through nearby windows.
February 13, 2024

Beyond The Numbers: Helping Yourself By Helping Others

A collage of colorful sticky notes with resolutions like Enjoy life, Get fit, and Find new job surrounds text about sticking to New Year’s resolutions. Below is a small photo of a person labeled as the author, Jimmy Trimble, CFP®, Director.
January 8, 2024

Beyond The Numbers: New Beginnings: Crafting And Keeping Meaningful New Year’s Resolutions

A poster titled Beyond the Numbers: The Art of Leisure features photos of people hiking, skiing, and playing soccer. It highlights benefits of outdoor activities for reducing stress, improving mental health, and enhancing well-being. Author: Jimmy Trimble.
December 13, 2023

Beyond The Numbers: The Art Of Leisure – Reaping The Benefits Of Outdoor Activities

A clear light bulb with the word Mission glowing inside as the filament, set against a plain gray background.
November 22, 2023

Beyond The Numbers: Finding Your True North

A woman with curly hair sits indoors, wearing a patterned sweater. She rests her chin on her clasped hands, eyes closed, appearing thoughtful or meditative. Soft sunlight filters through window blinds in the background.
October 25, 2023

Beyond The Numbers: Elevating Life’s Journey – Why Life-Long Learning Matters For Personal Growth And Development For Every Stage

Two people sit on the floor of an art gallery, facing three large, colorful abstract paintings on the wall. The paintings feature vibrant reds, yellows, and contrasting elements. The gallery has a clean, modern aesthetic.
September 14, 2023

Beyond The Numbers: Five Tips For Starting Your Art Collection

Silhouette of a person jumping against a vibrant sunset. The sun is positioned behind the person, creating a halo effect. Mountains and clouds are visible in the distance. The image conveys a sense of freedom and joy.
August 14, 2023

Beyond The Numbers: Psychology Of Happiness

A senior woman exercises on a stability ball while a trainer assists her. The woman is wearing a gray tracksuit, and the trainer is in a blue tank top. Sunlight streams through a window, illuminating the gym setting.
July 17, 2023

Beyond The Numbers: Keys To Longevity

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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

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  • Insights and News
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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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