HB Wealth of Atlanta

HB Wealth of Atlanta is a financial planner in Atlanta, GA, located at 3550 Lenox Rd NE #2700. The firm provides comprehensive wealth management and financial planning services to individuals, families, and select organizations. Their approach is built on a fee-only fiduciary model, meaning they are compensated directly by clients rather than through commissions or product sales. This structure allows them to offer integrated advice across investments, tax planning, estate strategies, and risk management. They serve clients across 48 states, including successful business owners, corporate executives, professionals such as attorneys and physicians, and multi-generational families. The firm also provides Outsourced Chief Investment Officer services to corporations and nonprofits. It holds a rating of 4.40 based on customer reviews. Founded in 1989 by Andy Berg and David Homrich, the firm began as Homrich Berg Wealth Management before rebranding to HB Wealth. The advisory team consists of credentialed experts, with the majority holding or pursuing CFP and CFA designations. Advisors typically work in teams of three to four people, including senior and junior wealth advisors and a client service associate, to ensure continuous support. The firm maintains a client retention rate of over 98 percent. The firm’s services include personalized portfolio management, private market investments in equity, credit, and real estate, and executive wealth strategies for concentrated stock and options. They assist with pre-sale and post-sale planning for business owners, divorce and loss navigation, and charitable giving strategies. The firm acts as a family CFO, coordinating with external CPAs, attorneys, and insurance agents to align financial decisions. Leadership transitioned to CEO Thomas Carroll in 2024, while founder Andy Berg became Chairman of the Board. The firm is recognized for its fee-only fiduciary commitment and high client retention. It has been ranked as a top registered investment adviser by CNBC, Barron's, Financial Planning, Financial Advisor Magazine, and InvestmentNews. The positive rating from its customers reflects the firm’s focus on client interests and comprehensive service. HB Wealth of Atlanta combines decades of fiduciary experience with a team-based approach to deliver personalized financial planning for clients in Atlanta and across the country.

The firm sits on Lenox Road Northeast, just a tenth of a mile from the Lenox Square Post Office and Peachtree Road Northeast. It is also within a short walk of Phipps Plaza.

BizScoreAI awarded HB Wealth of Atlanta a Technical score of 87 out of 100, ensuring the website is secure and readable for search engines. The business received a Content Quality score of 75 out of 100, meaning its pages clearly answer customer questions for AI assistants. It ranks number 3 of 18 Financial planner businesses that BizScoreAI has scored in Atlanta.

Services:

• Estate Planning Services
• Family Office Services
• Investment Management
• Retirement Planning Services
• Tax Planning Services
• Wealth Advisory Services