Company intelligence
HB Wealth
The Fiduciary Standard, Elevated.™
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
Verified activity
Signals from HB Wealth
10 published signals
Presence & Recognition
HB Wealth Chief Market Strategist Gina Martin Adams is joining Schwab Network Morning Movers to discuss key considerations related to CPI, PPI, MAG7 earnings, and inflation.
Reported by HB Wealth
Presence & Recognition
HB Wealth Chief Operating Officer Kyle Glenn is speaking on a virtual panel hosted by Family Wealth Alliance, Inc. titled 'Rethinking Your Staffing Strategy in the Age of AI' on Wednesday, September 9th.
Reported by HB Wealth
People
HB Wealth welcomed Julia Barfield, Ella Beck, Josh Burns, Will Herren, Sawyer Hyatt, Carson Leak, Nisha Valluri, and Zach Wassman as new team members.
Reported by HB Wealth
People
HB Wealth is hiring a Senior Accountant to join the Finance & Accounting team in Towson, Maryland.
Reported by Kathy Malkowski
Presence & Recognition
HB Wealth Senior Market Strategist Michael Casper was featured in Kiplinger discussing the August jobs report and its implications for the equity market
Reported by HB Wealth
People
HB Wealth announced the recent promotions of several team members including Sean Anderson, Nzube Anunobi, CFP, Chantelle Calhoun, Gavron Campbell, CFP, Connor Carlis, CPA, CFP, Charlie Gilroy, MBA, Italy Gutierrez, Sarron Hazqiyal, Sarah Smith Holder, CFP, Bryan Kamau, CFP, Zachary Pearson, CFP, Keaton Roberson, Andrew Robertson, CFP, Matthew Sanders, Fitz Smoak, CFA, CAIA, and Anastashia Stella, CFP.
Reported by HB Wealth
Presence & Recognition
HB Wealth has been recognized as one of the top 5 out of 22 Atlanta's Largest Money Managers by the Atlanta Business Chronicle
Reported by HB Wealth
Presence & Recognition
HB Wealth, headquartered in Atlanta, GA, was named in the top 5 Largest Financial Planning and Advisory Firms out of 26 by the Atlanta Business Chronicle
Reported by HB Wealth
People
HB Wealth employee Jennifer Bachelor celebrated her 20-year tenure with the company.
Reported by HB Wealth
Presence & Recognition
HB Wealth Chief Market Strategist Gina Martin Adams was featured in Fortune for her perspective on government-backed stocks and politically driven market momentum.
Reported by HB Wealth