HB Wealth

07/17/2026

Cheers to Nichelle Dalyrimple on 20 years with HB! This milestone reflects your continuous dedication to the firm and our clients. Thank you and congratulations!

Read more about Nichelle: https://bit.ly/4vBtRBN

07/15/2026

We're excited to announce the launch of our dedicated Institutional Advisory and OCIO practice, formalizing what we've been doing for years: serving the foundations, endowments, and nonprofits connected to the families we advise.

With the addition of Mike Hill and Armond Reese, CFA, CAIA, AIF as Senior Institutional Advisors, we're bringing dedicated resources, purpose-built service, and 50+ combined years of institutional investment experience to mission-driven organizations.

Read the full announcement: https://bit.ly/3TAkeER

07/14/2026

HB Wealth has been named in the top 25 on Financial Advisor Magazine's 2026 RIA Survey and Ranking and in the top 20 among the fastest-growing RIA firms in the country. The annual ranking recognizes the largest independent registered investment advisers based on assets under management.

Making both lists reflects the hard work of our team and the trust our clients place in us. We are grateful for the opportunity to serve individuals, families, and institutions nationwide.

Read the full list, released on July 10th, and view the methodology: https://bit.ly/3RCklPL

No compensation was provided to be included on this list.

Financial Advisor's 2026 RIA survey shows how both private equity and AI are transforming the industry.

07/13/2026

Congratulations to Claire Huppert and Christina Rotolo on 5 years with HB! This is an impressive milestone. Thank you both for your dedication to the firm and our clients!

Meet Claire and Christina: https://bit.ly/3HKVmF0

07/10/2026

Meet our newest Wealth Advisor: Jeremy T. Dunlop, CFP®

Please join us in welcoming Jeremy to HB!

Learn more about Jeremy: https://bit.ly/4uXbx4M

07/06/2026

Milestone celebration! Sarah Markwalter has been with HB for 5 years. This milestone reflects your ongoing commitment to the firm and your clients. Thank you and congratulations!

Get to know Sarah: https://bit.ly/49tu94w

07/03/2026

Meet some of the newest members of the HB Wealth Team: Michael Brady, Kari Devlin, Mary Jackson, Claragrace Jensen, Kris Moore, Kameron Pulliam, Diego Rivadeneira, Matt Tedder, and Laura Yarbrough

Please join us in welcoming them to HB!

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

07/01/2026

We were honored to attend the 2026 InvestmentNews Awards in New York City as a finalist for The Nasdaq Award for RIA Firm of the Year. It was a wonderful evening with teammates and other awardees! Joel Houck, Nishant Batra, Keir Pienaar, LaToyia Williams, Thomas Carroll, Michelle Padron, Jamie Hennessy, Laura Carr, Greg Miseta, and Brian Szabela represented HB Wealth at this great event.

06/30/2026

ICYMI: HB Wealth is proud to be recognized on CNBC’s inaugural Elite Advisors list, which highlights 25 leading wealth management firms serving ultra-high-net-worth individuals and family offices.

This recognition speaks to the depth of HB Wealth’s planning-focused approach, from estate and trust planning to tax coordination, philanthropy, business advisory services, and multigenerational wealth strategies. We are grateful for the continued trust of our clients and proud of the team whose dedication makes this work possible.

Over 100 firms were evaluated through a comprehensive assessment that measured both scale and quality across several key areas.

Read the full June announcement: https://cnb.cx/4vCzK1c

No compensation was provided to be included on this list.

06/29/2026

Cheryl Gomes is celebrating 5 years with HB! This milestone reflects your ongoing commitment to the firm and our clients. Thank you and congratulations!

Read more about Cheryl: https://bit.ly/4dUND3n