HB Wealth

HB Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from HB Wealth, Financial planner, 3550 Lenox Road NE, Suite 2700, Atlanta, GA.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.

Atlanta-headquartered HB Wealth has been recognized as one of the top 5 out of 22 Atlanta's Largest Money Managers by th...
09/02/2026

Atlanta-headquartered HB Wealth has been recognized as one of the top 5 out of 22 Atlanta's Largest Money Managers by the Atlanta Business Chronicle!

The list, released on August 21st, is based on discretionary assets under management for Atlanta offices. We are proud of this achievement and grateful to our clients and employees who make recognitions like this possible.

Read the full list and methodology: https://bizj.us/1qqlzx

No compensation was provided to be included on this list.

HB Wealth, headquartered in Atlanta, GA, has been named in the top 5 Largest Financial Planning and Advisory Firms out o...
09/02/2026

HB Wealth, headquartered in Atlanta, GA, has been named in the top 5 Largest Financial Planning and Advisory Firms out of 26 by the Atlanta Business Chronicle!

The list, released on August 21st, is based on total assets under management for Atlanta offices. We are honored to be included on this list for another year in a row!

Read the full list and methodology: https://bizj.us/1qqlzy

No compensation was provided to be included on this list.

Milestone celebration! Jennifer Bachelor has been with HB for 20 years. Congratulations on this amazing milestone, which...
09/01/2026

Milestone celebration! Jennifer Bachelor has been with HB for 20 years. Congratulations on this amazing milestone, which demonstrates your dedication to your clients and HB!

Get to know Jennifer: https://bit.ly/4u4lJYx

HB Wealth was proud to sponsor the TechBridge Digital Ball, Atlanta's annual technology philanthropy gala.The event brin...
08/28/2026

HB Wealth was proud to sponsor the TechBridge Digital Ball, Atlanta's annual technology philanthropy gala.

The event brings together executives, tech leaders, and corporate sponsors to network and fundraise directly in support of TechBridge to provide affordable IT solutions, AI initiatives, and workforce training programs for nonprofits across the nation.

Jimmy Trimble, CFP® CEPA, his wife Laura Trimble, Gabi Ramkissoon, and Lesley Laws represented HB Wealth at this great event!

Meet some of the newest members of the HB Wealth Team: Elphaz Eskender, Grace Gulczinski, Lesley Laws, Daniella Martynov...
08/27/2026

Meet some of the newest members of the HB Wealth Team: Elphaz Eskender, Grace Gulczinski, Lesley Laws, Daniella Martynov, Olivia Monjeau, Olivia Novotny, Lindsay Rogers, Matthew F. Roher, and Maxwell Tanksley

Please join us in welcoming them to HB!

Learn more about our new team members: https://bit.ly/3HKVmF0

Lindsay Novotny and Tremayne Perry are celebrating 5 years with HB! Thank you both for your ongoing commitment to the fi...
08/25/2026

Lindsay Novotny and Tremayne Perry are celebrating 5 years with HB! Thank you both for your ongoing commitment to the firm and our clients, and congratulations!

Learn more about Lindsay and Tremayne: https://bit.ly/3HKVmF0

Meet our newest Wealth Advisor: Raj Kheraj, CFA Please join us in welcoming Raj to HB!Learn more about Raj: https://bit....
08/20/2026

Meet our newest Wealth Advisor: Raj Kheraj, CFA

Please join us in welcoming Raj to HB!

Learn more about Raj: https://bit.ly/4g49WpD

Who We are Wednesday - Samantha St. John Click the link to read Samantha's full bio: https://bit.ly/4lUeDlu
08/19/2026

Who We are Wednesday - Samantha St. John

Click the link to read Samantha's full bio: https://bit.ly/4lUeDlu

Last week, we closed out the six-part HB Wealth Building Summer Series in partnership with The nsoro Educational Foundat...
08/18/2026

Last week, we closed out the six-part HB Wealth Building Summer Series in partnership with The nsoro Educational Foundation at our Atlanta office. The nsoro Educational Foundation is an organization that helps support youth aging out of the foster care system in their pursuit of postsecondary education and transition into adulthood.

Over the past six weeks, HB Wealth subject matter experts presented on a wide variety of financial literacy and education topics, such as budgeting, taxes, investing basics, and more. The workshops were created to strengthen financial literacy, digital literacy, and career readiness for the young adults in the nsoro Educational Foundation. We are honored to have been a part of this wonderful partnership!

Thank you to Cindy Wilson, Bryan Kamau, Wyatt Copeland, Kerry Gordon, Camryn Reddick, ReKeithen D. Miller, Elyse Dawson, Nick Brink, Julian Davis, Lydia Knoll, Keaton Roberson, Alondra Gonzalez Reynoso, and Michael Woocher for your participation.

Cheers to Teri Sebastian on 25 years with HB! This impressive milestone reflects your commitment to the firm and our cli...
08/14/2026

Cheers to Teri Sebastian on 25 years with HB! This impressive milestone reflects your commitment to the firm and our clients. Thank you and congratulations!

Read more about Teri: https://bit.ly/4a1yR9K

Address

3550 Lenox Road NE, Suite 2700
Atlanta, GA
30326

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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