The HB Wealth Difference
As a national independent wealth management firm, HB Wealth is dedicated to a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.
Our Pillars
We help address your family’s financial needs through five pillars that define our approach and set us apart from other wealth management firms.
We put clients first, always.
HB Wealth’s fee-only fiduciary approach aligns our actions with each client’s best interest.
Our fiduciary duty isn’t just a label - it’s a longstanding commitment.
Specialized knowledge.
HB Wealth invests in and develops credentialed wealth advisors, including CFA® charterholders and CFP® professionals, along with accomplished subject matter experts who bring diverse perspectives and specialized knowledge, insights, and strategies.
Holistic wealth advisory.
HB Wealth takes a comprehensive approach to personalized wealth management across financial planning and investments. We bring clarity to complexity by integrating financial planning, investments, tax planning, estate strategies, and more.
Access to private market investments.
With over 30 years of investing in private market, HB Wealth is proud to offer our clients opportunities in private equity, private credit, and private real estate. Our rigorous due diligence and team of private market specialists allow clients to tap into the potential benefits of these private investments.
Service on your terms.
Our wealth advisors are available when, where, and how you need us, providing personalized support through life’s major milestones and everyday decisions. We focus on building lifelong relationships rooted in responsiveness and trust.
The Fiduciary Standard, Elevated.™
Many wealth management firms say that they adhere to a fiduciary standard, but at HB Wealth we set the bar higher. Our credentialed experts are committed to delivering comprehensive advice and concierge-level care through a fee-only approach.
Principles of The Fiduciary Standard, Elevated.™
At HB Wealth, we hold ourselves to an elevated standard based on the following ten principles:
Ongoing Fiduciary Commitment
We operate under a strict fiduciary standard, legally and ethically bound to put our clients' best interests first – always. This commitment is longstanding, unwavering and foundational to everything we do.
Fee-Only Approach
As a fee-only registered investment adviser (RIA), our sole compensation comes directly from our clients. We do not sell insurance or mortgages. We do not get paid to promote investment products. We do not receive commissions.
Independence
As an independent firm, with a majority of our board comprised of employee representatives, we do not fall under the influence of any bank, broker-dealer, or insurance company.
Custodial Security
Your assets are held at an independent, third-party custodian (e.g., Charles Schwab, Fidelity, or Pershing). This provides an essential layer of security, transparency, and independent verification of your holdings.
Transparent Costs
We are committed to clear and open communication regarding our service levels and costs so you don’t have to worry about hidden fees.
Credentialed Experts
We invest in credentialed wealth advisors, including CFA charterholders and CFP® professionals, bringing specialized knowledge to our clients.
Comprehensive Advice
We bring clarity to complexity by integrating financial planning, investments, tax planning, estate strategies, and more.
Dedicated Investment Team
We have a dedicated investments team that focuses exclusively on research and strategy, bringing specialized knowledge to portfolio management.
Private Market Expertise
With over 30 years of investing in private market experience, HB Wealth offers clients opportunities in private equity, private credit, and private real estate.
Concierge-Level Care
Our wealth advisors are available when, where, and how you need us, providing personalized support through all of life’s financial decisions.
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
We built HB Wealth to align our services with what you want from a wealth management firm. This supports our mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.
Fee-Only Fiduciary Commitment
“I want an advisor who is acting in my best interest at all times, period.”
We founded our firm in 1989 based on this core principle.
Comprehensive Advice
"I want someone to help handle everything in my financial life, saving me time and money."
We serve as your family CFO, handling your investments and planning issues big and small.
Credentialed Experts
"I want real knowledge on my financial team, not salespeople pretending to be advisors."
The majority of our advisory professionals hold or are seeking the CFP® and/or CFA designations.
Private Market Expertise
"I want more than just plain vanilla stocks and bonds in a portfolio personalized for me."
Our investment experts source and analyze compelling private market investments to target improved long-term performance in combination with our stocks and bonds.
Concierge-Level Care
"I want real people advising me now and in the future to help me stay on track."
We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.
At HB Wealth, we’ve built our firm on a promise: to act in your best interest, with no sales pitches, no hidden fees, and no products to push. Our difference isn’t in what we say, it’s in how we work every day.
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
Past performance is not a guarantee of future results for any investment. There can be no guarantee investment objectives will be achieved. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.