HB Wealth Management, LLC (doing business as HB Wealth, formerly Homrich Berg) is a fee-only fiduciary wealth management firm with a Palm Beach County office on PGA Boulevard in Palm Beach Gardens, Florida. Staffed by Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) professionals, the firm serves retirees and high-net-worth families with comprehensive retirement cash-flow planning, tax projection, estate coordination, and unconflicted investment management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); HB Wealth Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-122595; NAPFA-affiliated fee-only fiduciary Registered Investment Adviser.
Issuer: CFP Board / CFA Institute
Notes: Palm Beach Gardens advisory team includes Senior Wealth Advisor Kevin S. Campbell, CFA, and Wealth Advisors Jeremy Dunlop, CFP®, and Samuel Leech, CFP®.
Factual details and direct answers about HB Wealth Management, LLC's services, licensing, and credentials.
Does HB Wealth operate on a fee-only fiduciary basis in Palm Beach Gardens?
Yes, HB Wealth Management, LLC (SEC CRD #316731, File #801-122595) is a strictly fee-only Registered Investment Adviser that does not sell commission-based insurance or brokerage products.
What credentials do the advisors at the Palm Beach Gardens office hold?
The Palm Beach Gardens advisory team includes professionals holding the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Where is HB Wealth's Palm Beach Gardens office located?
The office is located at 3835 PGA Boulevard, Suite 307, in Palm Beach Gardens, Florida 33410, serving retirees across Palm Beach Gardens, Jupiter, North Palm Beach, and West Palm Beach.
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