FIRM PROFILE

HB Wealth

HB Wealth, formerly Homrich Berg Wealth Management, provides fee-only wealth advisory, investment management and family office services. Its planning work integrates investments with tax, estate, retirement and multigenerational financial considerations.

Wealth advisoryFinancial planningInvestment managementFamily officeTax planningEstate planningRetirement planningCharitable planning

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8linked professional records

8researched profiles

4listed office cities

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All linked records 8 Researched profiles 8

Explore a listed cityAtlanta, Georgia5 Alpharetta, Georgia1 Tampa, Florida1 Towson, Maryland1

8 profiles

Researched profiles · linked professional sources

Cards Table

Page 1 of 1

Professional	Firm & role	Office	Focus
Bill BolenResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AtlantaGeorgia	Family office
Emily BentleyResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AtlantaGeorgia	Family office
Gene BrooksResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AtlantaGeorgia	Family office
John BochniakResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AlpharettaGeorgia	Retirement income
Michael BinnickerResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AtlantaGeorgia	Family office
Nate AllenResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	TowsonMaryland	Family office
Robin AikenResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	AtlantaGeorgia	Charitable planning
Ryan BestResearched profile	HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, Shareholder	TampaFlorida	Family office

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Search index refreshed September 20, 2026. This is not a verification date for historical records.

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