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.
09/07/2026
Meet some of the newest members of the HB Wealth Team: Julia Barfield, Ella Beck, Josh Burns, Will Herren, Sawyer Hyatt, Carson Leak, Nisha Valluri, and Zach Wassman
Please join us in welcoming them to HB!
Learn more about our new team members: https://bit.ly/3HKVmF0
09/03/2026
We are proud to announce the recent promotions of some of our HB Wealth team members! Thank you all for your ongoing commitment to the firm and all of your hard work.
Congratulations to Sean Anderson, Nzube Anunobi, CFP®, Chantelle Calhoun, Gavron Campbell, CFP®, Connor Carlis, CPA, CFP®, Charlie Gilroy, MBA, Italy Gutierrez, Sarron Hazqiyal, Sarah Smith Holder, CFP®, Bryan Kamau, CFP®, Zach Pearson, Keaton Roberson, Andrew Robertson, CFP®, Matthew Sanders, Fitz Smoak, CFA, CAIA, and Anastashia Stella, CFP®.
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.
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.
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
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!
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
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
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
08/19/2026
Who We are Wednesday - Samantha St. John
Click the link to read Samantha's full bio: https://bit.ly/4lUeDlu
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |