Credentialed Experts
The majority of our advisory professionals hold or are seeking the CFP® and/or CFA designations.
Expertise You Can Trust. Advisors You Can Count On.
At HB Wealth, we don’t simply meet industry standards, we set our own and continually challenge our people to raise the bar. We invest in hiring and developing credentialed professionals because your financial life deserves nothing less than expert, specialized advice.
Credentialed Professionals
Deep expertise across financial advice, tax planning, estate planning, and investments.
Specialized Insight
Advanced designations and credentials in complex, essential wealth topics.
Team-Based Service
A coordinated, expert multidisciplinary team, not a solo advisor.
Firmwide Expertise
Dedicated specialists across financial planning, client service, and investments.
Expertise That Runs Broad and Deep. A Team That’s Built Around You.
At HB Wealth, we go beyond the standard definition of “qualified.” We believe your financial future deserves credentialed professionals who bring not only experience, but also specialized knowledge across the full spectrum of wealth management. That’s why we prioritize hiring and developing advisors who pursue top-tier industry designations including CFA charterholders and CFP® professionals, and why many go even further into advanced areas like law, estate planning, charitable giving, divorce strategy, and ultra-high-net-worth family dynamics. But credentials alone aren’t enough. We surround you with a collaborative client service team supported by firmwide client service experts in planning, investments, and operations, all working together to address your unique needs and long-term goals.
Credential Depth
The majority of our advisors hold or are actively pursuing CFP® or CFA credentials, and many pursue continuing education and advanced expertise beyond those.
Specialized Knowledge
We invest in team members with advanced training in complex areas like tax strategies, estate design, charitable giving, and multi-generational planning.
Tax Fluency Built In
Founded by CPAs, our firm brings an ingrained understanding of tax implications across your financial life.
No Salespeople, Only Fiduciaries
Our team is focused on advice, not product sales, with a fiduciary mindset that puts your interests first.
Team-Based Client Service
We typically serve each client with a 3-4 person team, including a senior and a more junior wealth advisor, as well as a client service associate, ensuring effective support and shared knowledge.
Always Covered
If your primary advisor is unavailable, someone else on your team will be at the ready and informed to address your needs.
Firmwide Collaboration
Behind every client team is a broader network of internal experts, from investment research to operations to planning, all contributing to your experience.
Technology-Enabled Coordination
Our internal systems track your evolving needs, helping us stay aligned and responsive to every client priority.
Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.
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.