PUBLIC-SOURCE PROFILE

Nate Allen

Senior Wealth Advisor, Shareholder

Towson, Maryland

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BACKGROUND & PLANNING FOCUS

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Nate Allen advises affluent families, family offices, foundations and trusts from Towson. His work spans investment portfolios, private investments, cash flow and insurance decisions. He joined HB Wealth in 2025 through WMS Partners and brings experience from J.P. Morgan, UBS and Deutsche Bank Alex. Brown.

Family officeAlternative investmentsCash-flow planningInsurance planning

Reported firm: HB Wealth (formerly Homrich Berg)
CRD number: Not listed in this profile
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Fees & compensation: Confirm directly before engaging

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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

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Profile source · hbwealth.com

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