Expert Advice. Exceptional Care. Enduring Peace of Mind.™ Since our founding in 1989, HB Wealth has been committed to a fee-only fiduciary approach, which means we put our clients' interests first. We sit on your side of the table, offering transparent, comprehensive advice tailored to your goals, your family, and…

Our Family Office approach is built on integration, connecting every aspect of your financial life through a single, coordinated strategy. As wealth grows, so does complexity. What begins as a set of individual decisions, investments, tax strategies, estate structures, and financial operations gradually becomes a connected system. When those decisions…

Targeting Superior Risk Adjusted Returns HB Wealth combines our core principles of investment management with a personalized approach to portfolio construction to target superior risk adjusted returns aligned with your family goals. We are not a cookie cutter investment manager, and the graphic below highlights how our process brings together…

A Comprehensive Approach to Wealth Management 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,…

Build a Career That Makes a Lasting Impact At HB Wealth, our culture is rooted in collaboration, integrity, and a long-term perspective, just like the strategies we build for our clients. If you're driven to make a meaningful difference in the lives of others and thrive in a team-oriented environment,…

Family CFO Portfolio of $2,000,000 - $25,000,000 Comprehensive financial planning strategy with periodically updated wealth forecast Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting External account aggregation Estate planning review Insurance needs planning Income tax planning Charitable planning strategies Targeted plans for life events (retirement, education,…

Tailored Services For High-Net-Worth Clients Our team of credentialed professionals includes CERTIFIED FINANCIAL PLANNER® professionals, Chartered Financial Analyst® charterholders, CPAs, J.D.s, and other experienced professionals who work together to provide comprehensive wealth advisory services and investment management. While you may work closely with a dedicated advisory team, we believe each…

Our wealth advisors lead client relationships with a personalized, fiduciary approach, bringing deep expertise in financial planning, investment management, and multi-generational wealth strategies. Filter By Ready to Meet with an HB Wealth Advisor? Request a Consultation Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should…

Who We Are HB Wealth is one of 50 largest registered investment adviser (RIA) firms in the country and a top 10 fee-only RIA leader, founded in 1989. We serve clients in 49 states with over 360 employees across 14 offices. The majority of our wealth advisors are credentialed experts…

CNBC 25 Elite Advisors 2026 HB Wealth is named a top 25 ultra-high-net-worth wealth management firm by CNBC, measured by both scale and quality across several key metrics. View Ranking Barron's Top 100 RIA Firms 2020-2026 HB Wealth is recognized by Barron's as a top independent advisory company based on…

Rooted in Community, Guided by Purpose Just as we act as fiduciaries in managing our clients' wealth, we bring that same sense of responsibility, integrity, and stewardship to our philanthropic efforts. Philanthropic Engagement Our dedicated philanthropy team organizes meaningful service projects throughout the year. Our employees regularly participate in offsite…

HB Wealth's Cultural Commitment We are committed to fostering an environment where every individual feels respected, supported, and empowered to contribute their best. We embrace diversity of thought, background, and experience, recognizing that our collective differences make us stronger. Collaboration, integrity, and accountability guide the way we work together and…

Expert Advice. Exceptional Care. Enduring Peace of Mind.™