HB Wealth of Atlanta

HB Wealth of Atlanta is a financial planner in Atlanta, GA. The firm operates as a fee-only fiduciary wealth management practice, serving individuals and families, business owners and entrepreneurs, corporate executives, professional service practitioners, female wealth creators, suddenly single individuals, multi-generational families, and institutions. Its service offerings include comprehensive financial planning, executive financial planning, multi-generational planning, estate and tax planning, retirement and insurance planning, charitable and education planning, and investment management with a focus on private market investments. The firm also provides family office services and online reporting tools. As of December 31, 2025, the practice serves clients across 48 states, aligning financial strategies with lifestyle goals through asset protection, cash-flow modeling, and advisor coordination. The firm holds a rating of 4.40 based on customer reviews.

The office is located at 3550 Lenox Rd NE #2700. It sits on Lenox Road Northeast, just a short distance from Peachtree Road Northeast and Peachtree Street Northeast. The Lenox Square Post Office is located about 0.1 miles away, and Phipps Plaza is approximately 0.2 miles from the office. A travel clinic is also situated within 0.2 miles of the location.

HB Wealth of Atlanta combines fee-only fiduciary standards with specialized planning for complex financial situations, serving the Atlanta area with a focus on enduring peace of mind for its clients.

Services:

• Estate Planning Services
• Family Office Services
• Investment Management
• Retirement Planning Services
• Tax Planning Services
• Wealth Advisory Services