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
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.
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.
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.
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.
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.
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.
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Lee joined HB Wealth in the Spring of 2013. Prior to joining HB Wealth, Lee was the President of LVL Financial, a financial planning and advisory firm formed in 1993. Lee started as a Financial Professional in 1978 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1987 serving her clients in that capacity ever since.
Lee is married to Dick Van Leuvan and together they have four adult children.
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Ben joined HB Wealth in 2005 and provides comprehensive wealth management services to some of Atlanta’s busiest individuals. He serves a diverse client base stretching from young professionals to family office clients. His goal is to help his clients focus on the people, work and projects most important to them by helping navigate their financial lives and build a plan to accomplish their objectives.
Ben is on the firm’s Management Team and Financial Planning Committee. He is a member of and past Advocacy Chair of the Financial Planning Association of Georgia and a participant in GT Mentor Jackets, an alumni-to-student mentoring program. He is also a 2018 graduate of the Charles Schwab Executive Leadership Program. Ben earned a bachelor’s degree in management with high honors, including certificates in finance and accounting from Georgia Tech. He completed Boston University’s financial planning certification program in 2007 and is a CERTIFIED FINANCIAL PLANNER™ professional.
Ben lives in Dunwoody with his wife Mary Catherine and children James and Mary Margaret. In his spare time he enjoys playing piano and guitar and is an avid college basketball fan.
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Wayne has spent his entire career serving as the personal wealth advisor to affluent families and individuals throughout the country. He leads a team of professionals at HB Wealth that assist clients in the development of comprehensive wealth management strategies. His counsel includes custom guidance in all areas of the wealth management complex. He specializes in developing and implementing personalized investment strategies, retirement transition planning, individual income tax planning, estate planning, and executive compensation. Wayne has led client service teams in advising Fortune 500 corporate officers, entrepreneurs, and individuals who have experienced sudden wealth (inheritance, lottery, business liquidity, divorce, etc.).
Wayne joined HB Wealth in 2008 and is a CERTIFIED FINANCIAL PLANNER™ professional. He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). He graduated Cum Laude from Shorter University in Rome, GA with a degree in Finance and a minor in Economics.
An active member of his community, Wayne has served as the President of the Rotary Club of Woodstock and currently acts as the club Treasurer. He is involved with many local organizations in Cherokee County .
In his free time, Wayne enjoys staying active, traveling, spending time with family, reading, and sports.
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Kevin is a Shareholder who joined HB Wealth in 2018 after leading an independent wealth management firm for 17 years that merged with HB Wealth. Before joining HB Wealth, Kevin was the founding partner of Compass Financial Consulting, a fee-only wealth management firm in Atlanta, Georgia where he served as the financial guide to high-net-worth families providing coordinated financial, tax and investment strategies. He specializes in the areas of executive compensation, small business strategies, estate planning, and charitable planning. Kevin has been guiding high-net-worth clients ranging from Fortune 500 executives to small business owners and professional athletes since 1994. He takes a collaborative approach in working with clients and their other advisors, with the ultimate goal of moving clients to their financial summits safely and efficiently while enjoying the adventure. He also contributes his time to several family foundations throughout the country by participating on their boards.
Kevin holds a Bachelor of Business Administration in Accounting from Stetson University. Kevin spent several years in public accounting with Price Waterhouse where he earned his Certified Public Accountant designation. Feeling the need to work with clients on a more collaborative basis, Kevin left Price Waterhouse to join Ronald Blue & Co., a national wealth management firm. While at Ronald Blue & Co, he earned his CERTIFIED FINANCIAL PLANNER™ certification.
Kevin and his wife have three children and live in Woodstock, Georgia. They are active members of First Baptist of Woodstock. In his free time, Kevin is on a mission to accomplish his six-page “bucket” list, enlisting friends, family, and even clients to join the adventure. He has slept in an ice hotel (yes, it was cold), competed in the National Toboggan Championships (finished dead last), raced stock cars at the Indianapolis Speedway, and competed in the first day of the Iditarod.
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Drew joined HB Wealth in March 2008 and leads the firm’s office in northern Atlanta. In addition, Drew is a Board of Director and Investment Committee member.
Prior to joining HB Wealth, Drew founded two successful businesses. In 1988, Drew launched Creative Financial Group, a financial advisory firm that grew to manage $1 billion in investment assets. In 1998, Drew co-founded Robert Andrews Securities, a full-service brokerage dealer where he served as president. In 2001, both businesses were sold to Synovus, a diversified financial services holding company. From 2005-2007, Drew held the position of president and CEO of Synovus Financial Management Services, an $8 billion financial service organization.
He brings successful entrepreneurship and wealth management skills to the firm and leverages his understanding of wealth growth and sustainability in servicing his relationships. Drew focuses on long-term investment strategies for his clients, using a combination of traditional and alternative investment vehicles to create customized programs for each relationship.
Outside of work he serves on the Lionheart School Board of Directors and until recently he served as the Treasurer and Board Member of the Centers for Disease Control Foundation.
Drew is a graduate from Furman University and is a CERTIFIED FINANCIAL PLANNER™ professional.