FIRM & WEALTH TEAM PROFILE

HB Wealth

Atlanta, Georgia

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Understand the firm.

HB Wealth, formerly Homrich Berg Wealth Management, provides fee-only wealth advisory, investment management and family office services. Its planning work integrates investments with tax, estate, retirement and multigenerational financial considerations.

Wealth advisoryFinancial planningInvestment managementFamily officeTax planningEstate planningRetirement planningCharitable planning

Firm names may refer to a wealth team, brand, broker dealer, or investment adviser. Confirm the exact legal entity and its capacity in the official records.

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People in the directory.

8 matching directory records. Historical affiliations may have changed; this is not a verified current team roster.

PROFILE WITH PUBLIC SOURCES

Bill Bolen

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Atlanta, Georgia

Family office · CFP®, CFA

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PROFILE WITH PUBLIC SOURCES

Emily Bentley

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Atlanta, Georgia

Family office · MBA

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PROFILE WITH PUBLIC SOURCES

Gene Brooks

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Atlanta, Georgia

Family office · CFP®

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PROFILE WITH PUBLIC SOURCES

John Bochniak

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Alpharetta, Georgia

Retirement income · CFP®, CPA, PFS

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PROFILE WITH PUBLIC SOURCES

Michael Binnicker

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Atlanta, Georgia

Family office · CFP®, Whole Family Advisor®

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PROFILE WITH PUBLIC SOURCES

Nate Allen

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Towson, Maryland

Family office

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PROFILE WITH PUBLIC SOURCES

Robin Aiken

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Atlanta, Georgia

Charitable planning · CFP®

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PROFILE WITH PUBLIC SOURCES

Ryan Best

Senior Wealth Advisor, Shareholder

HB Wealth (formerly Homrich Berg)

Tampa, Florida

Family office · CFP®

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