The HB Wealth Story

The HB Wealth Story

“We started HB with a simple vision – to serve clients, not sell products, and to help them with every part of their financial life.”

-Andy Berg, Chairman

The HB Wealth Story

“We started HB with a simple vision – to serve clients, not sell products, and to help them with every part of their financial life.”

-Andy Berg, Chairman

1989

Two men smiling while boating on a narrow waterway. The man on the left wears a cream sweater, white hat, and has binoculars around his neck. The man on the right wears a cream sweater and has blond hair. Lush greenery lines the waterway.

Andy Berg (right) with his father, Wally Berg, who provided the initial loan that facilitated the founding of HB Wealth.

1989 - Founding

Andy Berg and David Homrich founded our firm in Atlanta to provide individualized, fiduciary wealth management. From the start, we’ve delivered independent, fee-only advice, financial planning, and investment management services focused on serving clients, not selling products.

2008-2020

A busy highway with multiple lanes of traffic runs alongside a railway track, leading toward a city skyline with modern high-rise buildings and lush green trees under a partly cloudy sky.

2008-2020 - Growth in Metro Atlanta

Over this period, HB Wealth expanded its presence with multiple offices throughout metro Atlanta, including establishing a new headquarters in Buckhead.

2021

Two modern, glass office buildings with pyramid-shaped tops rise above palm trees and greenery under a blue sky with scattered clouds. The buildings are labeled Daytona Towers.

2021 - Expansion into Florida

HB Wealth ventured outside Georgia for the first time in 2021, opening an office in Palm Beach, Florida.

2022-2023

A panoramic view of a city skyline at sunset, featuring historic and modern buildings, including a domed government building, with streets and trees illuminated by streetlights.

2022-2023 - Further Southeastern Expansion

HB Wealth continued to grow its southeastern footprint by opening new offices in Augusta, Georgia; Columbia, South Carolina; and Nashville, Tennessee.

2024

Aerial view of downtown Tampa, Florida at sunset, featuring modern high-rise buildings, waterfront structures, and the Hillsborough River reflecting colorful sky and city lights.

2024 - Leadership Change and New Florida Office

On January 1st, Thomas Carroll was named CEO, as Andy Berg transitioned to Chairman of the Board. To increase HB Wealth's presence in Florida, we opened an additional office in Tampa.

2025

A city skyline at sunset with tall buildings reflected in the harbor, a waterfront park, and people playing volleyball on a sand court in the foreground.

2025 - Expansion into the Mid-Atlantic and South Carolina

HB Wealth's continued growth expands into the MId-Atlantic through a partnership with WMS Partners, with offices in Towson and Columbia, MD. HB Wealth also opens a new office in Greenville, SC.

We look forward to welcoming you to our offices and sharing our story with you!

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