HB Wealth

HB Wealth

Founded in 1989, HB Wealth is a national independent wealth management firm providing clients with 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 offices throughout the Southeast and beyond, serving a diverse community of clients, including individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to its clients, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach.

NMC’s investment in HB Wealth is the result of the firm’s long-standing sector initiative in financial services and multi-year focus on developing a thesis around wealth management. New Mountain’s investment is a non-control position through the firm’s Strategic Equity Fund.