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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
      • Private Market Expertise
    • Community
    • Cultural Commitment
    • Awards and Recognition
  • Our Services
    • Wealth Advisory Services
      • Financial Planning
      • Multi-Generational Planning
      • Estate Planning Services
      • Tax Planning Services
      • Interactive Planning
      • Wealth Forecast
      • Retirement Planning Services
      • Insurance Planning
      • Administrative Services
      • Charitable Planning
      • Education Planning
    • Investment Management
      • Private Alternatives
      • Key Investment Principles
      • Online Reporting
      • Our Investment Process
      • Our Investment Expertise
      • Investment Communication
      • Investment Risk Management
    • Family Office Services
    • Service Levels and Costs
  • 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
          A smiling family of four poses outdoors on a sunny day. The father has a child on his shoulders, while the mother and another child stand close, all looking happy with trees and blue sky in the background.
          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
          A smiling man in a blue blazer and beige pants sits on a desk with his arms crossed in a modern office, with shelves of binders and a laptop visible in the background.
          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
          A woman with short dark hair, wearing a white button-up shirt and a black necklace, sits on a gray couch against a plain light-colored wall, smiling gently at the camera.
          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
          Three generations of a smiling family—grandparents, parents, and two children—stand together with arms around each other in a sunny park, with a fluffy white dog sitting in front on the grass.
          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
          A confident older woman in business attire stands smiling with arms crossed in front of a diverse group of four professionally dressed colleagues, all smiling and standing in a bright office setting.
        • Individuals and Families
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
  • Meet The Team
    • Wealth Advisors
    • Client Service
    • Investments
    • Leadership
    • Business Operations
  • Our Offices
    • Atlanta, GA
    • Alpharetta, GA
    • Augusta, GA
    • Sandy Springs, GA
    • Palm Beach, FL
    • Tampa, FL
    • Towson, MD
    • Columbia, MD
    • Nashville, TN
    • Columbia, SC
    • Greenville, SC
  • Insights and News
    • Blog & Market Commentary
    • Helpful Resources
      • How to Select an Advisor
      • Understanding Family Offices
    • HB Wealth in the News
  • Careers
  • Request a Consultation
  • Client Login
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Request a Consultation

Request a Consultation

HB Wealth is here to provide you with more information, answer any questions you may have, and discuss if our fiduciary personalized approach is a fit with your financial needs.

Request a Consultation

HB Wealth is here to provide you with more information, answer any questions you may have, and discuss if our fiduciary personalized approach is a fit with your financial needs.

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  • Request a Consultation

Request a Consultation

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My Investment Portfolio Size(Required)
*By providing my wireless phone number to HB Wealth, I agree and acknowledge that HB Wealth may send text messages to my wireless phone number for any purpose, including marketing purposes.

Contact Us

Email

info@hbwealth.com

Phone

404-264-1400

Fax

404-237-5114

Are you interested in joining the HB Wealth Team?

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Our Offices

Aerial view of downtown Atlanta at sunset, featuring a colorful sky, tall skyscrapers, highways, and residential areas in the foreground. The sun is partially visible near the horizon.

Atlanta, GA

3550 Lenox Road, NE, Suite 2700 Atlanta, GA 30326

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Alpharetta, GA

2475 Northwinds Parkway, Suite 100 Alpharetta, GA 30009

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Augusta, GA

3740 Executive Center Drive Augusta, GA 30907

Aerial view of two tall, dark glass skyscrapers beside a busy highway surrounded by trees and mid-rise buildings under a clear blue sky.

Sandy Springs, GA

333 Sandy Springs Circle, Suite 121 Sandy Springs, GA 30328

City skyline with modern high-rise buildings, yachts docked along the waterfront, and a stone bridge crossing the water under a bright blue sky with scattered clouds.

Palm Beach, FL

3835 PGA Blvd., Suite 307 Palm Beach Gardens, FL 33410

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.

Tampa, FL

2502 North Rocky Point Drive, Suite 560 Tampa, FL 33607

A cityscape with mid-rise buildings, including one labeled “Toronto University,” surrounded by smaller structures and autumn trees under a clear blue sky.

Towson, MD

1 West Pennsylvania Avenue, Suite 800 Towson, MD 21204

Modern office and apartment buildings with blue glass windows are reflected in a calm lake, surrounded by autumn trees with colorful foliage under a clear blue sky.

Columbia, MD

10980 Grantchester Way, Suite 220 Columbia, MD 21044

A view of downtown Nashville, Tennessee at sunset, featuring modern skyscrapers, including the AT&T Building, historic brick buildings, and lush green trees along the riverbank with the city skyline reflected in the water.

Nashville, TN

1033 Demonbreun Street, Suite 300 Nashville, TN 37203

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Columbia, SC

1201 Main Street, Suite 1980 Columbia, SC 29201

Aerial view of a city with mid-rise buildings, streets lined with trees, and a dramatic cloudy sky above. Green spaces and distant hills are visible in the background.

Greenville, SC

355 S. Main St., 1st Floor Greenville, SC 29601

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Georgia

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

Florida

Palm Beach
Tampa

Maryland

Columbia
Towson

Tennessee

Nashville

South Carolina

Columbia
Greenville

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