HB Wealth Expands Geographic Footprint into Charlotte With Seasoned, Five-Person Advisory Team

Previously overseeing nearly $15 billion in assets, the team was attracted to HB Wealth’s independent client-centric philosophy, fee-only fiduciary approach, and concierge-level service

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, Senior Administrative Associate, complete the initial five-person advisory team.

HB Wealth’s new Charlotte team specializes in serving ultra-high-net-worth families, private business owners, and single-family offices with complex and evolving financial needs. The team has significant experience guiding families through estate and succession planning, supporting business owners navigating transitions and liquidity events, and providing customized family office services. Their approach focuses on delivering holistic advice designed to preserve and grow wealth, while aligning with broader purpose and legacy.

“This transition aligns us firmly with our clients in their pursuit of the vision and goals they have set forth for their wealth. It allows us to help oversee every aspect of their balance sheet to ensure we are always collectively working in their best interest,” said Moore. “Few firms can match HB Wealth’s exceptional leadership, long history of independence, and concierge-level client service. As a team, we have always committed to delivering the very best advice and solutions for our clients. HB Wealth provides the complete platform for us to fulfill that promise.”

Compelled by HB Wealth’s robust and customizable technology platform, access to institutional-quality private market opportunities, and family office services, the team looks forward to achieving the firm’s promise of growth in the Carolinas.

“We’re excited to welcome this talented team as their depth of experience serving ultra-high-net-worth clients underscores their ability to deliver the comprehensive advice and high-touch service our clients expect,” said Thomas Carroll, CEO at HB Wealth. “Charlotte’s thriving financial community and growing population make it a natural next step for our firm, and establishing a presence here allows us to better serve one of the Southeast’s most dynamic markets.”

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.