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.

Jeff Rosengarten is celebrating 15 years with HB! This milestone reflects your ongoing commitment to your clients and th...
06/02/2026

Jeff Rosengarten is celebrating 15 years with HB! This milestone reflects your ongoing commitment to your clients and the firm. Thank you and congratulations!

Get to know Jeff: https://bit.ly/3MDsalQ

Milestone celebration! Brigid Cochran has been with HB for 20 years. Thank you for your longstanding commitment to the f...
06/02/2026

Milestone celebration! Brigid Cochran has been with HB for 20 years. Thank you for your longstanding commitment to the firm and our clients, and congratulations!

Meet Brigid: https://bit.ly/4s30vKi

We are excited to introduce our three Towson summer interns! Please join us in welcoming Katie Dodge, Adam Matcha, and R...
06/01/2026

We are excited to introduce our three Towson summer interns! Please join us in welcoming Katie Dodge, Adam Matcha, and Riley Morsberger to the HB Wealth summer internship program. We look forward to introducing them to the firm and providing meaningful experience in the wealth management industry throughout this summer.

HB Wealth was proud to sponsor the EverLaith Foundation's annual golf tournament, which supports the Foundation's missio...
05/27/2026

HB Wealth was proud to sponsor the EverLaith Foundation's annual golf tournament, which supports the Foundation's mission of caring for the welfare of children and animals by supporting charities that serve the community. Danny Reagan, Milton Pullen, Christopher Johnson, and Wyatt Copeland participated in the tournament and represented HB Wealth at this great event.

We are excited to introduce our Tampa summer intern! Please join us in welcoming Emma Sarhaddi to the HB Wealth summer i...
05/26/2026

We are excited to introduce our Tampa summer intern! Please join us in welcoming Emma Sarhaddi to the HB Wealth summer internship program. We look forward to introducing her to the firm and providing meaningful experience in the wealth management industry throughout this summer.

We are excited to introduce our eight Atlanta summer interns! Please join us in welcoming Alex Batka, Bianca Coronado, M...
05/26/2026

We are excited to introduce our eight Atlanta summer interns! Please join us in welcoming Alex Batka, Bianca Coronado, Minh Dang, Carlisle Deaver, Joseph Garcia, Jake Miller, Izzy Mohr, and Ronald Shipman to the HB Wealth summer internship program. We look forward to introducing them to the firm and providing meaningful experience in the wealth management industry throughout this summer.

Congratulations to Edwin Martin on celebrating 5 years with HB! Thank you for your ongoing dedication to your clients an...
05/25/2026

Congratulations to Edwin Martin on celebrating 5 years with HB! Thank you for your ongoing dedication to your clients and the firm.

Learn more about Edwin: https://bit.ly/4rv2uqI

HB Wealth recently hosted our annual Shred Day event at our Atlanta office! Each year, we invite clients to bring sensit...
05/22/2026

HB Wealth recently hosted our annual Shred Day event at our Atlanta office! Each year, we invite clients to bring sensitive documents and old electronics to be safely discarded while enjoying breakfast. Around 70 clients participated this year. Thank you to our HB team for helping this event run successfully!

HB Wealth attended the Georgia Titan 100 awards ceremony at the Delta Flight Museum to celebrate CEO Thomas Carroll bein...
05/21/2026

HB Wealth attended the Georgia Titan 100 awards ceremony at the Delta Flight Museum to celebrate CEO Thomas Carroll being included on the 2026 list. The Titan 100 program honors top CEOs and C-suite executives who demonstrate exceptional leadership, vision, passion, and influence in their field.

Michelle Padron, Ayanna Hunter, Laura Carr, Joel Houck, and their partners joined Thomas and his wife at this wonderful event!

See the full 2026 list here: https://bit.ly/4eZ6D2T

Who We are Wednesday - Kelly NowottnickClick the link to read Kelly's full bio: https://bit.ly/4dkXyyK
05/20/2026

Who We are Wednesday - Kelly Nowottnick

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

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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