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HB Wealth
HB Wealth: Patient, professional financial guidance for families in Atlanta
4.2
Business
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HB Wealth: Patient, professional financial guidance for families in Atlanta
HB Wealth provides finance consulting in Atlanta, located at 3550 Lenox Rd NE #2700. Clients describe the team as patient, responsive, and highly professional, offering clear, valuable guidance over years. Reviews highlight attentive service and detailed attention, though one review raised concerns about investment strategy and account handling.
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Comprehensive financial planning and investment management tailored to individual and family goals.
Customized portfolio design and asset allocation to optimize returns and manage risk.
Expert advice on retirement planning, tax strategies, and estate planning for long-term security.
Responsive and attentive service with ongoing guidance and regular reviews to address questions and needs.
Holistic approaches to manage wealth across generations and ensure family financial stability.
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Overall rating
Ben H
Zach Levy
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.
Laura Trimble
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
Mark McGraw
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.
ghetto investor
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.
