John Bochniak, CFP®, CPA, PFS
Senior Wealth Advisor, Shareholder
The Fiduciary Standard, Elevated™ For You in Alpharetta, GA
Our mission is to bring unwavering financial peace of mind to the clients we are privileged to serve.
For over 35 years, HB Wealth has supported financial success through independence, objectivity, and an unwavering commitment to your goals.
Welcome to our Alpharetta, 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 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 Alpharetta, 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 shareholder-led ownership allows us to focus on serving your best interests.
*As of May 31, 2025. How we calculate client retention rate.
Financial Planning's Top 10 Fee-Only RIA Leaders ranks firms based on AUM, as listed on the firm’s Form ADV filings. Only firms with 50 percent or more individual clients are included in the listing and the list is announced in November of the same year. Awards not indicative of future performance and no compensation was given to receive an award. Previous awards are not reliable indicators of future results.
Alpharetta, GA
2475 Northwinds Parkway, Suite 100
Alpharetta, GA 30009
404.264.1400
Comprehensive Wealth Management in Alpharetta, GA
Managing wealth requires more than just investment expertise. Our team of experienced professionals in Alpharetta, 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.
Family Office Services
For clients with complex wealth management needs, our Alpharetta, GA team also provides sophisticated family office solutions that streamline the intricacies of substantial wealth. We can 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 Alpharetta, GA team includes dedicated 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 Wealth Difference Delivered by the Alpharetta, GA Team
At HB Wealth, your relationship goes beyond traditional wealth management. We begin by understanding your vision, values, and goals, then develop a personalized strategy that integrates lifetime wealth forecasting, dynamic investment planning, strategic tax considerations, and sophisticated risk management. This precision-driven approach is designed to evolve with you, helping to deliver lasting financial peace of mind across every stage of life.
HB Wealth’s fee-only fiduciary approach is designed to align our actions with each client’s best interest.
We invest in credentialed wealth advisors, including CFA charterholders and CFP® professionals, bringing specialized knowledge to our clients.
We bring clarity to complexity by integrating financial planning, investments, tax planning, estate strategies, and more.
With 30 years of alternative investing experience, HB Wealth offers clients opportunities in private equity, private credit, and private real estate.
Our wealth advisors are available when, where and how you need us, providing personalized support through all of life’s financial decisions.
Meet Your Alpharetta, GA Dedicated Wealth Advisors
Great client service begins with great people. Our Alpharetta, GA team combines diverse expertise and professional backgrounds to serve your family’s specific needs.
Let's Talk About Your Financial Future
Connect with our Alpharetta, 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 Alpharetta, 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.