HB Wealth
Fee-only wealth management and investment advisory
Advisory Team Leader
Based in the Atlanta market; limited travel may be required for cross-market collaboration.
About the job
- Demonstrated ability to lead, coach, and mentor advisory professionals.
- Strong relationship-building and communication skills.
- High emotional intelligence and sound judgment.
- Ability to motivate and engage teams without relying on production goals.
- Clear and effective written and verbal communication skills.
- Strong organizational and prioritization skills.
- Effective problem-solving skills with attention to quality and detail.
- Professional demeanor and commitment to fiduciary responsibility.
- Ability to manage change in a growing organization.
- Ability to successfully pass the required criminal background and credit check.
- Bachelor’s Degree from an accredited college or university.
- At least 8 years of experience in wealth management.
- At least 5 years of experience leading, coaching, or mentoring advisory professionals.
- CFP or CFA designation preferred; Series 65 is required if the candidate has neither designation.
- Based in the Atlanta market with limited travel as needed to support cross-market collaboration.
- Model and reinforce HB values and leadership behaviors.
- Serve as a visible leader for Advisors and Associates and as a point of escalation for team-related issues and complex client situations.
- Support HB initiatives and ensure team alignment with strategic priorities.
- Foster accountability, collaboration, client-first thinking, continuous improvement, and compliance.
- Partner with leaders across markets to promote connection, knowledge sharing, and consistency across teams.
- Reinforce adherence to HB policies, procedures, and fiduciary and regulatory standards.
- Oversee delivery of advisory services with a focus on client experience excellence and consistent execution of HB standards.
- Reinforce best-practice planning, communication, and coordination standards across the team.
- Provide oversight and quality assurance for advisory work products delivered by the team.
- Identify client-experience risks and gaps and partner with executive leadership to implement service-model enhancements.
- Strengthen institutional knowledge sharing across the team to improve client continuity.
- Promote effective use of advisory technology tools, including planning tools that improve client engagements.
- Serve as Lead Advisor for select client relationships and support Advisors on complex or high-profile situations.
- Maintain all required professional licenses and designations.
- Lead, coach, mentor, and develop Advisors across experience levels.
- Provide continuous coaching and real-time feedback to Advisors and Associates with clear expectations for performance, development, and accountability.
- Draft and deliver annual performance reviews for team members.
- Identify skill gaps and development opportunities and partner with leadership and Human Resources on development plans.
- Guide career development and progression planning for Advisors and Associates.
- Ensure team members receive the training and support necessary to succeed.
- Build bench strength by mentoring team members and preparing future leaders.
- Reinforce consistent people-management standards and a culture of coaching, feedback, and professional growth.
- Promote sustainable growth aligned with team capacity, service quality, and client-experience standards.
- Coach Advisors on growth strategies, relationship expansion, and pipeline discipline.
- Support Advisors in developing and executing growth plans.
- Lead regular pipeline and business-development discussions with team members.
- Promote pricing discipline, including evaluation of discounting and alignment of fees with value delivered.
- Promote effective delegation, collaboration, and leverage across Advisors and Associates.
- Strengthen communication, coordination, and engagement among team members across locations.
- Identify opportunities to improve workflows, processes, and service delivery.
- Partner with operations, compliance, and investment teams to support seamless client service and strong execution.
- Identify talent gaps, succession risks, and organizational needs within the team.
- Serve as liaison between the advisory team and firm executive leadership.
- Recruit, interview, onboard, and integrate new team members.
- Support hiring efforts aligned with team capacity, growth goals, and organizational needs.
- Contribute to retention by fostering engagement, development, and long-term success.
- Strengthen HB Wealth’s brand and visibility in the market.
- Build and maintain relationships with centers of influence and professional partners.
- Contribute to referral activity and professional network engagement.
- Represent HB Wealth and the advisory team in the market and across the firm.
- Participate in firm initiatives, leadership forums, and internal committees.
- Collaborate with leaders across markets to maintain strong relationships, alignment, and shared standards.
- Support firm culture, engagement, and community involvement.
- Contribute to broader advisory strategy and long-term growth plans.
- CFP designation.
- CFA designation.
About the company
HB Wealth provides fee-only wealth management, offering comprehensive financial planning and investment management to high-net-worth individuals and families. It emphasizes independent, unbiased advice by not selling commissions or products, and it manages client assets through a structured fee model. The firm operates with a private-equity-backed ownership structure and has grown by expanding geographically, acquiring other wealth-management firms, and increasing assets under management (now over $24 billion for more than 2,000 family relationships). This approach differentiates HB Wealth from firms that earn commissions or push specific products, and from traditional advisory models that lack true ownership transparency. Its main goals are to attract top talent, deliver high-quality client service, expand its national footprint, and continue growing assets under management while maintaining independent, fee-based advice and strong succession planning for ownership.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Atlanta, Georgia
Founded
1989
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Simplify's Take
What believers are saying
- HB Wealth exceeded $32 billion AUM by July 14, 2026, showing strong momentum.
- Institutional Advisory launched July 14, 2026, targeting the $3.3 trillion OCIO market.
- CNBC named HB Wealth to its inaugural Elite Advisors list on June 22, 2026.
What critics are saying
- TPG Growth and New Mountain Capital now own minority stakes, pressuring culture and economics.
- WMS Partners integration after January 15, 2025 can trigger advisor departures and client attrition.
- Heavy dependence on star hires like Adams, Hill, and Reese creates succession fragility.
What makes HB Wealth unique
- HB Wealth launched fee-only advice in 1989, rejecting commission incentives from day one.
- HB Wealth opened its Charlotte office on April 24, 2026, deepening Southeast coverage.
- HB Wealth hired Gina Martin Adams on 2026-06-22, strengthening market research leadership.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
401(k) Company Match
Parental Leave
Remote Work Options
Phone/Internet Stipend
Company Equity
Company News
HB Wealth, one of the largest independent, fee-only registered investment advisers in the US, has launched a dedicated Institutional Advisory and Outsourced Chief Investment Officer practice. The Atlanta-based firm, which manages over $32 billion, has hired Mike Hill and Armond Reese as senior institutional advisors and shareholders to lead the new segment. The move formalises HB Wealth's longstanding work with nonprofit, foundation, endowment, and corporate clients. Both Hill and Reese bring over 25 years of institutional investment experience from Truist Bank. The OCIO market has tripled over the past decade, surpassing $3.3 trillion in assets, and is projected to reach $5.6 trillion by 2029, according to Cerulli Associates. The firm's investment platform includes over $5 billion in private market investments.
HB Wealth named to inaugural CNBC Elite Advisors list. Recognition reflects HB Wealth's fee-only fiduciary approach to serving families with complex financial needs ATLANTA-(BUSINESS WIRE)-On June 22nd, 2026, HB Wealth was named to the inaugural CNBC Elite Advisors list, recognizing 25 of the nation's leading wealth management firms serving high-net-worth and ultra-high-net-worth clients. Here is the full CNBC Elite Advisors list, which was released in alphabetical order: | Firm Name | Location (Principal Office) | AUM | | Bailard | Foster City, California | $8.3B | | Ballentine Partners | Waltham, Massachusetts | $15.2B | | BBR Partners | New York, New York | $36.5B | | Brown Advisory | Baltimore, Maryland | $189B | | Callan Family Office | Radnor, Pennsylvania | $10.2B | | Cambridge Associates | Boston, Massachusetts | $650B | | Corient | Miami, Florida | $500B | | Cresset | Chicago, Illinois | $250B | | Empirical Wealth Management | Seattle, Washington | $10B | | Ferguson Wellman Capital Management | Portland, Oregon | $10.6B | | Greycourt & Co. Pittsburgh, Pennsylvania | $26.1B | | HB Wealth | Atlanta, Georgia | $32B | | LNW | Seattle, Washington | $12.1B | | Mercer Advisors | Denver, Colorado | $99B | | NewEdge Capital Group | Pittsburgh, Pennsylvania | $105B | | Oxford Financial Group | Carmel, Indiana | $23.3B | | Pathstone | Englewood, New Jersey | $110.3B | | Pitcairn | Conshohocken, Pennsylvania | $10B | | RWA Wealth Partners | Boston, Massachusetts | $19.4B | | Savant Wealth Management | Rockford, Illinois | $52B | | Silvercrest Asset Management | New York, New York | $35.7B | | Tolleson Wealth Management | Dallas, Texas | $9.2B | | WE Family Offices | Miami, Florida | $17.7B | | Wellspring Family Office | Cleveland, Ohio | $5.2B | | Yale Capital Corporation | St. Petersburg, Florida | $5.5B | "We are honored to be included on the inaugural CNBC Elite Advisors list," said Thomas Carroll, Chief Executive Officer of HB Wealth. "Ultra-high-net-worth families need more than portfolio management. They need a coordinated advisory team that understands the full complexity of their financial lives. As a fee-only fiduciary, we are compensated solely by our clients, which allows us to focus entirely on their best interests. Since our founding in 1989, HB Wealth has remained focused on putting clients first and helping families make confident decisions across generations." The CNBC Elite Advisors list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance, and private wealth services. Methodology CNBC uses data analysis and editorial review to compile the CNBC Elite Advisors list. Participating firms were evaluated through a comprehensive assessment that measured both scale and quality across several key areas, including organizational scalability, assets under management attributable to ultra-high-net-worth clients, breadth and sophistication of client services and investment strategies, firm credibility through professional certifications and industry recognition, and overall reputation, including client retention and tenure. To help develop the methodology and assess participating firms, CNBC surveyed more than 100 qualifying firms and consulted with AccuPoint Solutions, a wealth management data and research firm specializing in advisor intelligence and industry analytics, as well as Cerulli Associates, a research and consulting organization focused on the asset and wealth management industries. CNBC receives no compensation from placing financial advisory firms on its Elite Advisors list. Additionally, a firm's or advisor's appearance on the list does not constitute an individual endorsement by CNBC of any firm or advisor. About HB Wealth Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $32 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com. Contacts. Media Contact Acacia Aster Broder Gregory for HB Wealth 484-881-2035 [email protected] More News From HB Wealth ATLANTA-( BUSINESS WIRE )-HB Wealth, one of the nation's leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth's investment team to deliver timely market perspectives, share actionable insights, and enhance the firm's visibility as a leading voice in the industry. Adams, CFA, CMT,... ATLANTA-( BUSINESS WIRE )-HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. Market Leader Matthew Moore joins HB Wealth with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders. Jared Green, Advisory Associate, and Ana Pena... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management, a leading independent wealth management firm, launched its refreshed brand identity under the new name HB Wealth. This marks an important step in the $25B RIA's alignment of all offices and teams under a unified brand that reflects its commitment to delivering comprehensive advice and concierge-level care through a fee-only approach. The HB Wealth name preserves the strength and recognition of "HB," while presenting a more modern and pre... HB Wealth. Release Versions Media Contact Acacia Aster Broder Gregory for HB Wealth 484-881-2035 [email protected]
HB Wealth appoints Gina Martin Adams as chief market strategist. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. US-based registered investment adviser (RIA) and wealth management firm HB Wealth has appointed Gina Martin Adams as chief market strategist as part of a series of investment leadership changes. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. As chief market strategist, she will work with HB Wealth's investment team to deliver market perspectives and support the company's investment strategies. Adams will collaborate with recently appointed chief investment officer Joel Houck and deputy chief information officer (CIO) Ford Donohue. Together, the leadership team will provide investment guidance and analysis to HB Wealth's advisers, clients, and investment committee. They will oversee asset allocation and portfolio construction for the firm, which manages $29bn in assets as a registered investment adviser. US tariffs are shifting - will you react or anticipate? Don't let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. Adams said: "Throughout my career, I've focused on research and insights that inform investment decisions. As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. "HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams brings over 25 years of experience in market analysis, thematic research, and strategy development at international financial institutions. With a top-down vision, she would leverage fundamental, technical, and quantitative perspectives to advise investment decisions. Also, she is expected to contribute to in-house research, support the development of new investment products, and enhance client experience. Her responsibilities also include working with HB Wealth's investment committee to inform portfolio decisions across private and public markets. Houck joined HB Wealth earlier this year, as part of a merger with WMS Partners. Founded in 1989, HB Wealth is headquartered in Atlanta. It employs over 300 people and operates 12 offices across six states. The firm provides fiduciary, fee-only wealth advisory and investment management services to individuals, families, and institutions. HB Wealth CEO Thomas Carroll said: "The combination of these 3 leaders marks an exciting step forward for HB Wealth. Joel and Ford have done an exceptional job guiding its investment team in recent months, and these new roles formally recognise the leadership they've already demonstrated. "With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day."
HB Wealth strengthens investment leadership with appointment of Gina Martin Adams as Chief Market Strategist and key investment promotions. Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in guiding HB Wealth's investment philosophy, market outlook, and portfolio strategies Gina Martin Adams, Chief Market Strategist at HB Wealth ATLANTA-(BUSINESS WIRE)-HB Wealth, one of the nation's leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth's investment team to deliver timely market perspectives, share actionable insights, and enhance the firm's visibility as a leading voice in the industry. Adams, CFA, CMT, will collaborate closely with Joel Houck, CFP(R), CFA, CAIA, who has been recently appointed Chief Investment Officer, and Ford Donohue, CFA, newly appointed Deputy CIO, to provide market perspective, investment guidance, and forward-looking analysis to HB Wealth's advisors, clients, and investment committee. Together, this investment leadership team will shape the $29 billion RIA's investment philosophy, guide asset allocation, and advance the firm's position as a trusted voice in the markets. With more than 25 years of experience at leading global financial institutions, Adams brings deep expertise in market analysis, thematic research, and translating complex economic trends into actionable strategies. With a top-down perspective, she leverages fundamental, technical, and quantitative perspectives to inform investment decisions. She will also contribute to advancing proprietary research, supporting the development of new investment products, and enhancing the client experience through thought leadership and education. Houck joined HB Wealth in early 2025 as Managing Director of Investment Solutions through the firm's merger with WMS Partners in Towson, MD, and brings 35 years of experience in capital markets, equity research, commercial banking, and hedge-fund management from prior roles with Bank of America, PNC, Wells Fargo, Cicero Capital Partners, and A.G. Edwards & Sons. Donohue has been with HB Wealth since 2014, most recently serving as Managing Director of Public Markets, overseeing the firm's investment strategy across equities, fixed income, and hedge funds. "The combination of these 3 leaders marks an exciting step forward for HB Wealth," said Thomas Carroll, CEO at HB Wealth. "Joel and Ford have done an exceptional job guiding our investment team in recent months, and these new roles formally recognize the leadership they've already demonstrated. With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day." Adams will also serve as a bridge between HB Wealth's investment philosophy and the clients it supports, helping translate the firm's market insights into meaningful conversations. As members of HB Wealth's investment committee, Houck, Donohue, and Adams will collaborate with the firm's private and public market investment teams to shape portfolio construction and asset allocation decisions. "Throughout my career, I've focused on research and insights that inform investment decisions," said Adams. "As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams serves on the Board of the CMT Association and the Advisory Council at the University of Florida's Warrington College of Business. She is also a member of the Economics Club of New York, 100 Women in Finance, and the Financial Women's Association, and an advocate for mentoring emerging female professionals in the finance industry. About HB Wealth Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com. Media Contact Acacia Aster Broder Gregory FCA for HB Wealth 484-881-2035 [email protected] More News From HB Wealth ATLANTA-( BUSINESS WIRE )-HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. Market Leader Matthew Moore joins HB Wealth with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders. Jared Green, Advisory Associate, and Ana Pena... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management, a leading independent wealth management firm, launched its refreshed brand identity under the new name HB Wealth. This marks an important step in the $25B RIA's alignment of all offices and teams under a unified brand that reflects its commitment to delivering comprehensive advice and concierge-level care through a fee-only approach. The HB Wealth name preserves the strength and recognition of "HB," while presenting a more modern and pre... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management (HB), a leading fee-only wealth advisor with $25B AUM, launched a new firmwide program to foster a culture of ownership throughout the firm. The initiative provides equity participation to all non-shareholder employees, reinforcing HB's belief that team members who contribute to the firm's long-term success should also share in its rewards. The Equity Participation Program is designed to offer meaningful incentives to attract and retain t...
Homrich Berg adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services.