Services Offered

Wealth Management

Comprehensive financial planning and investment management tailored to individual and family goals.

Investment Strategy

Customized portfolio design and asset allocation to optimize returns and manage risk.

Financial Consulting

Expert advice on retirement planning, tax strategies, and estate planning for long-term security.

Client Support

Responsive and attentive service with ongoing guidance and regular reviews to address questions and needs.

Family Financial Planning

Holistic approaches to manage wealth across generations and ensure family financial stability.

Reviews

4.2(5 reviews)

Rating Distribution

5

4

0

3

0

2

0

1

Rating Distribution

5

4

0

3

0

2

0

1

B

Ben H

via Google

7 months ago

Z

Zach Levy

via Google

about 2 years ago

I recently started working with Homrich Berg and immediately noticed the difference between this firm and others. They’re very attentive to my needs, pay close attention to detail, and are extremely professional. Highly recommend.

L

Laura Trimble

via Google

over 2 years ago

We have worked with HB for three years and they have made a huge difference for our family. They are so patient and helpful whenever we have any questions. They are very responsive and always provide us with valuable information

M

Mark McGraw

via Google

over 2 years ago

I have used HB and their team for years. I can't recommend them enough! They are super professional and have given me and my family great advice for many years now.

G

ghetto investor

via Google

over 2 years ago

The investment strategy they devised was incoherent and they literally "lost" some of the investments accounts they setup for me. My accountant needed to track them down. These guys are frightening.

HW

HB Wealth

Name: HB Wealth
Address: 3550 Lenox Road Northeast, Atlanta, GA, 30326, US
Telephone: (404) 264-1400
Price range: $$$
Rating: 4.2

Personalized wealth management for your financial future in Atlanta.

4.2(5 reviews)

$$$

Business

financial-advising

business-consultants

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About HB Wealth

HB Wealth is a premier financial advisory firm based in Atlanta, offering comprehensive wealth management and consulting services. We specialize in creating tailored investment strategies, providing attentive guidance, and ensuring responsive support for individuals and families. Our team of professionals is dedicated to helping clients achieve their financial goals with a focus on detail and long-term planning, making a significant difference in their financial well-being.