H B Financial Group LLC

H B Financial Group LLC is a financial planner in Amherst, MA. This independent firm works with clients to develop comprehensive strategic plans that link individual passions and purposes with financial resources and goals. The firm provides specialized services including wealth management, investments, estate planning, and insurance needs.

The firm was established by Harriett Barnes, an Accredited Investment Fiduciary® (AIF®) with over 30 years of experience in the financial industry. Driven by a desire to prioritize client needs over corporate dictates, the founder transitioned from a large financial services firm to create a practice focused on personalized service. As an Investment Adviser Representative of Commonwealth Financial Network®, the firm utilizes an alliance that provides a wide variety of investment choices and efficient technological support. The team focuses on helping families manage wealth for various milestones, such as education, retirement, travel, and unexpected life events.

Located on Amity Street, the office is situated near the Jones Library and the Amherst History Museum. The business sits a short walk from North Common and is close to the Amherst Fire Department.

H B Financial Group LLC is recognized for its commitment to fiduciary excellence, ensuring that all advice and recommendations align with a client's specific objectives, time frame, and risk tolerance. The firm stands as a dedicated resource for those seeking to pursue and preserve their financial goals.

Through personalized strategic planning, H B Financial Group LLC serves the Amherst community with professional wealth management expertise.