Primary Location

2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

What to expect in the first meeting

Click the 'Book Intro Call' button above to connect with Cindy and to explore how we can help you make informed, confident decisions about your financial future. Whether you are planning for retirement, managing a business, or navigating a significant life transition, we provide the expertise and guidance you need every step of the way. We look forward to speaking with you.

Offers Investment Management

Yes

About HB Wealth

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. Founded in 1989 as Homrich Berg Wealth Management and headquartered in Atlanta, HB Wealth proudly serves clients nationwide from our offices in Georgia, Florida, Maryland, North Carolina, South Carolina, and Tennessee.

With twelve offices and a dedicated team of professionals, we provide tailored investment solutions, comprehensive financial planning, and specialized family office services.

As a fiduciary and fee-only firm, we offer objective advice aligned solely with our clients’ best interests—delivering the expertise and personal attention they need to manage and preserve their wealth across generations, no matter where they call home.

Who We Serve

HB Wealth is privileged to serve a diverse community of clients, each with unique goals, challenges and aspirations.

Whether you are an individual or family navigating life’s financial complexities, a business owner or entrepreneur growing or transitioning a company, an executive, a professional, or a retiree, we take the time to understand the nuances of your situation and seek to provide comprehensive advice designed to achieve your financial objectives.

We also work with those experiencing major life changes, such as becoming suddenly single due to divorce or loss, and we offer deep capabilities in supporting multi-generational families seeking to preserve and transfer wealth with intention. For institutions, we provide investment management and governance support aligned with fiduciary duty and mission stewardship.

Across all of these client segments, what unites our approach is our commitment to acting in your best interest. As a fee-only fiduciary, HB Wealth provides comprehensive advice without the influence of revenue from product sales or commissions. Our team’s credentialed experts deliver wealth advisory services and investment management grounded in integrity, independence, and a long-term partnership philosophy.

Our Services

At HB Wealth, we believe in a comprehensive approach to wealth management, spanning both wealth advisory services and investment management to meet the specific needs of the clients we are privileged to serve. For more complex situations, including working with multigenerational families and institutions, we offer additional guidance and services.

We believe one of the key advantages of our comprehensive approach and broad range of services is that our clients don’t “outgrow” us. We have long-standing relationships with families who began working with HB early in their careers and, as their wealth has grown, now rely on us for sophisticated family office services. We have intentionally invested in credentialed experts and built a platform designed to work with you through every stage of life, as your wealth grows and your financial issues become more complex.

Transparent Pricing

As a fee-only fiduciary, our only agenda is our clients'. We are committed to transparency in our service levels and costs so clients always know what they are paying, and we do not sell insurance, mortgages, or proprietary products.

Our fees typically start at 1.25% of assets under management, dropping to 1% for assets under management above $1 million, and continue to decrease as your wealth increases. Our minimum annual fee is typically $12,500. Family Office clients may work with HB Wealth on a flat fee basis (or a combination of a flat fee and lower % of assets under management) linked specifically to the desired level of complex services needed by the family.

At HB Wealth, clients know exactly what they are paying because our firm does not rely on commissions or hidden fees. HB Wealth is solely compensated directly by clients for the advice we provide.

Investment advisory services are offered through HB Wealth Management, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission.

Education

Pepperdine University, Master of Business Administration, Finance | University of Southern California, Bachelor of Science

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