About Us

Managing $29+ Billion of Assets* With Our Fee-Only Fiduciary Comprehensive Wealth Management Approach Since 1989

*As of November 10, 2025

Who We Are

HB Wealth is one of 50 largest registered investment adviser (RIA) firms in the country and a top 10 fee-only RIA leader, founded in 1989. We serve clients in 48 states with over 300 employees across twelve offices. The majority of our wealth advisors are credentialed experts who have or are pursuing CFP® and/or CFA certifications. We have kept our fee-only fiduciary commitment constant since our founding, and are focused on delivering concierge-level care to the clients we are privileged to serve. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*.

*How we calculate client Retention Rate

Our Purpose

Our mission is to bring unwavering financial peace of mind to the clients we are privileged to serve. We deliver on this mission through five core values that define what we stand for and how we behave every day.

A smiling family of four poses outdoors on a sunny day. Two adults and two children are close together, with one child sitting on an adults shoulders. Trees and blue sky are visible in the background.

Put the client first.

A man and a woman sit on a sofa in a bright office, engaged in conversation. The man is smiling, holding a tablet, while the woman listens. A lamp and framed artwork are visible in the background.

Do the right thing.

Two people in business attire analyze a financial graph on a large computer monitor in a modern office, with one person seated and the other standing, pointing at the screen.

Work as a team.

Three professionally dressed people walk together down a hallway, smiling and holding folders, suggesting a business or office environment.

Raise the bar.

A group of smiling volunteers in hairnets, aprons, and gloves stand in front of a banner that reads “35 MILLION MEALS, NOURISHING NEIGHBORS FOR 35 YEARS, Open Hand.” They pose together in a kitchen setting.

Pour your heart into it.

Learn More About Our Purpose

The HB Wealth Difference

We believe a distinct combination of five pillars sets us apart from other wealth management firms.

Fee-Only Fiduciary Commitment

Credentialed Experts

Comprehensive Advice

Private Market Expertise

Concierge-Level Care

Learn More About The HB Wealth Difference

What Our Clients Say About Us

Verified Client Reviews

The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.

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