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  • About Us
    • The HB Wealth Story
    • Our Purpose
    • The HB Wealth Difference
      • Fee-Only Fiduciary Commitment
      • Credentialed Experts
      • Comprehensive Advice
      • Concierge-Level Care
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  • Our Services
    • Wealth Advisory Services
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  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
          Corporate Executives
          Professional Service Practitioners
          Suddenly Single Individuals
          Multi-Generational Families
          Institutions
          Individuals and Families
          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
          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
          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
          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
          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
          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
          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
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        • Individuals and Families
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
  • Meet The Team
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    • Atlanta, GA
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    • Tampa, FL
    • Towson, MD
    • Columbia, MD
    • Charlotte, NC
    • Columbia, SC
    • Greenville, SC
    • Nashville, TN
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    • HB Wealth in the News
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HB Wealth in the News

HB Wealth in the News

  • Home
  • Insights and News
  • HB Wealth in the News
A woman in a blue top smiles while being interviewed on Fox Business. The headline reads, FEDS WILLIAMS: SEES INFLATION MODERATING IN 2026. Stock ticker information is displayed at the bottom of the screen.

What the Fed’s 2026 Growth Outlook May Be Signaling

The Federal Reserve’s updated 2026 growth outlook is offering new signals for markets. In a…

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A smiling woman in a blazer stands in front of a digital financial chart with coin stacks. Bold text reads GOLD MAG 7 SECTORS and The Money Path with a green logo in the bottom left corner.

What’s Next After Mega-Cap Tech?

In this episode of The Money Path, Gina Martin Adams, Chief Market Strategist at HB…

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Is the Magnificent 7’s Dominance Fading?

Chief Market Strategist Gina Martin Adams joined Julie Hyman on Yahoo! Finance to discuss growing…

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A graphic with the text Financial Planning 2025 RIA Leaders in bold, modern fonts on a navy blue and teal background with a folded-corner design in the top right corner.

Financial Planning Recognizes HB Wealth as the Top Fee-Only RIA Firm in Georgia

On November 18th, 2025, Financial Planning posted their list of the 2025 Top 150 Fee-Only…

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A graphic with the text Financial Planning 2025 RIA Leaders in bold, modern fonts on a navy blue and teal background with a folded-corner design in the top right corner.

Financial Planning Recognizes HB Wealth as the Top Fee-Only RIA Firm in Atlanta

On November 18th, 2025, Financial Planning posted their list of the 2025 Top 150 Fee-Only…

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A collage of three professionally dressed people: a smiling woman with long brown hair on the left, and two smiling men in suits on the right, each shown in separate portrait frames with blurred office backgrounds.

HB Wealth Strengthens Investment Leadership with Appointment of Gina Martin Adams as Chief Market Strategist and Key Investment Promotions

Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in…

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HB Wealth Expands Geographic Footprint into Charlotte With Seasoned, Five-Person Advisory Team 

Previously overseeing nearly $15 billion in assets, the team was attracted to HB Wealth’s independent client-centric philosophy, fee-only fiduciary approach, and concierge-level service ATLANTA – Nov. 3,…

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Forbes America’s Top RIA Firms 2025 award graphic, with “Shook Research” written below the main title on a black background bordered by a blue rectangle.

Forbes Recognizes HB Wealth as a Top RIA Firm in Georgia

On October 1st, 2025, Forbes, in partnership with SHOOK Research, posted their list of America’s…

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A black square graphic with white and blue text reads: Forbes Americas Top RIA Firms Shook Research 2025. Blue bordering lines frame the text.

Forbes Recognizes HB Wealth as the Top RIA Firm in Atlanta

On October 1st, 2025, Forbes, in partnership with SHOOK Research, posted their list of America’s…

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Barrons Advisor badge with text: Top 100 RIA Firms 2025 on a dark blue background with purple geometric shapes.

Barron’s Recognizes HB Wealth as a Top RIA Firm in Georgia

On September 15th, 2025, Barron’s posted their list of the Top 100 RIA Firms. HB…

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Barron’s Advisor badge with white text reading “Top 100 RIA Firms 2025” on a dark blue background with purple gradient accents.

Barron’s Recognizes HB Wealth as a Top RIA Firm in Atlanta

On September 15th, 2025, Barron’s posted their list of the Top 100 RIA Firms. HB…

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A gold and red badge reads InvestmentNews 2025 5-Star RIA Firms with stars around the edge and InvestmentNews at the bottom, indicating an award or recognition.

InvestmentNews Recognizes HB Wealth as the Only 5-Star RIA Firm in Georgia

On September 10, 2025, InvestmentNews released their inaugural list of 5-Star RIA Firms. HB Wealth…

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A circular badge reading “Atlanta Business Chronicle: Atlanta’s Largest Financial Planning and Advisory Firms—HB Wealth Ranked #4, 2025,” with blue and black text on a white background.

Atlanta Business Chronicle Recognizes HB Wealth as one of Atlanta’s Largest Financial Planning and Advisory Firms

On September 5, 2025, Atlanta Business Chronicle released their list of Atlanta’s Largest Financial Planning…

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A circular badge with Atlanta Business Chronicle at the top and Atlantas Largest Money Managers: HB Wealth Ranked #6, 2025 in bold text at the center.

Atlanta Business Chronicle Recognizes HB Wealth as one of Atlanta’s Largest Money Managers

On September 5, 2025, Atlanta Business Chronicle released their list of Atlanta’s Largest Money Managers….

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Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand

$25B RIA’s rebranding reflects national scale and client-centered focus ATLANTA, GA — August 19, 2025…

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Beige background with white text that reads, HB is excited to announce the launch of our new firmwide Equity Participation Program. HB Homrich Berg logo appears at the bottom.

Homrich Berg Launches Firmwide Equity Participation Program

Initiative reinforces commitment to team and culture ATLANTA – July 15, 2025 – Homrich Berg…

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A circular badge with a blue and black border reads FA AMERICAs TOP RIAs 2025 in bold black and blue text. The letter I in RIAs is topped with a black crown.

Financial Advisor Magazine Recognizes HB Wealth as a Top RIA in Georgia

On July 11th, 2025, Financial Advisor Magazine released their list of America’s Top RIA Firms….

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A circular badge with a blue and black border reads FA AMERICAs TOP RIAs 2025 in bold black and blue text. The letter I in RIAs is topped with a black crown.

Financial Advisor Magazine Recognizes HB Wealth as a Top RIA in Atlanta

On July 11th, 2025, Financial Advisor Magazine released their list of America’s Top RIA Firms….

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A professional photo of Robert DiBenedetto in a suit and tie, featured on a maroon background with the text: We’re Growing In The Carolinas! Robert DiBenedetto Wealth Advisor, and the Homrich Berg Wealth Management logo.

Homrich Berg Opens Greenville Office and Welcomes Robert DiBenedetto as Wealth Advisor

Leading $25B AUM RIA expands presence in South Carolina ATLANTA – July 9, 2025 —…

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A maroon graphic with gold confetti that reads: Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year! and features the InvestmentNews Awards and Homrich Berg logos.

Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year!

Strong leadership is the foundation of a great firm, which is why we’re proud to…

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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.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.

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