Description
HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Nashville, TN; Columbia and Greenville, SC.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
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What We Do
HB Wealth is an Atlanta-based asset management and wealth management firm founded in 1989. It serves as a registered investment adviser and focuses on private equity, real estate, and debt investments across the United States. The firm provides personalized support through wealth advisors and operates as a fee-only RIA, positioning its mission around investment management and tailored advice for clients.
