Who We Serve

Specialized fee-only fiduciary expertise for every client we serve

HB Wealth is privileged to serve a diverse community of clients, each with unique goals, challenges and aspirations.

Whether you are an individual or family navigating life’s financial complexities, a business owner or entrepreneur growing or transitioning a company, an executive, a professional, or a retiree, we take the time to understand the nuances of your situation and seek to provide comprehensive advice designed to achieve your financial objectives.

We also work with those experiencing major life changes, such as becoming suddenly single due to divorce or loss, and we offer deep capabilities in supporting multi-generational families seeking to preserve and transfer wealth with intention. For institutions, we provide investment management and governance support aligned with fiduciary duty and mission stewardship.

Across all of these client segments, what unites our approach is our commitment to acting in your best interest. As a fee-only fiduciary, HB Wealth provides comprehensive advice without the influence of revenue from product sales or commissions. Our team’s credentialed experts deliver wealth advisory services and investment management grounded in integrity, independence, and a long-term partnership philosophy.

Individuals and Families

Business Owners and Entrepreneurs

Corporate Executives

Professional Service Practitioners

Suddenly Single Individuals

Multi-Generational Families

Institutions

Individuals and Families

We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

*As of May 31, 2025

See How We Help Individuals and Families

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Business Owners and Entrepreneurs

We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

See How We Help Business Owners and Entrepreneurs

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Corporate Executives

We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

See How We Help Corporate Executives

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Professional Service Practitioners

We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

See How We Help Professional Service Practitioners

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Suddenly Single Individuals

We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

See How We Help Suddenly Single Individuals

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Multi-Generational Families

Our multi-generational family office services extend beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

See How We Help Multi-Generational Families

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Institutions

We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

See How We Help Institutions