Wealth Management Built For You™
Helping Families Protect, Grow, and Manage Their Wealth Since 1989
Helping Families Protect, Grow, and Manage Their Wealth Since 1989
“I want an advisor who is acting in my best interest at all times, period.”
We founded our firm in 1989 based on this core principle.
“I want real knowledge on my financial team, not salespeople pretending to be advisors.”
The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations.
“I want more than just plain vanilla stocks and bonds in a portfolio personalized for me.”
Our investment experts source and analyze compelling private alternative investments to target improved long term performance in combination with our traditional investments.
“I want someone to help handle everything in my financial life, saving me time and money.”
We serve as your family CFO, handling your investments and planning issues big and small.
“I want the latest technology to make my life easier.”
We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.
“I want real people advising me now and in the future to help me stay on track.”
We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.
Providing fee-only fiduciary advice for over 30 years
The foundation of our firm that will never change
Not owned by bank or brokerage firm
Based in Atlanta and serving clients across the U.S.
Client retention rate
Learn more about our HB service levels and costs.
Learn more about how HB helps you protect, grow, and manage your wealth so you can relax and enjoy life.
Learn more about the personalized HB approach to investing.
Learn more about how HB provides fiduciary investment management to tax-exempt organizations.
Learn more about how the HB Family Office division specializes in serving your unique ultra high net worth family’s needs.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION
3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326
2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009
3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326
333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328
3835 PGA Blvd.
Suite 307
Palm Beach Gardens, FL 33410