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Financial Advisory  + RIAs & Financial Advisors  | 
Homrich Berg Rebrands as HB Wealth, Signaling Next Phase of Growth 

Homrich Berg Rebrands as HB Wealth, Signaling Next Phase of Growth 

Homrich Berg Wealth Management has unveiled a refreshed brand identity under the new name HB Wealth, a move designed to present a more modern and premium image while retaining the recognition of the “HB” name. 

The rebrand also brings all existing teams and offices—including WMS Partners, which joined earlier this year—into full alignment under the HB Wealth banner. Clients will continue to work with the same advisors and support staff, ensuring continuity while benefiting from the firm’s enhanced positioning. 

“We are proud to introduce HB Wealth as the next chapter in our firm’s story,” said Thomas Carroll, CEO of HB Wealth. “This evolution unites us under a single identity that resonates with clients and partners alike. At our core, we remain committed to doing the right thing at all times, putting clients first, and fostering the collaborative culture that has been essential to our success.” 

The rollout will include updated branding across digital platforms, client materials, and office signage, as well as a redesigned website at hbwealth.com. “Our goal was to refresh the brand in a way that reflects the distinctive benefits that individuals and families receive when they work with HB,” said Joanna Irwin, Chief Marketing Officer. “The updated HB Wealth brand positions us to continue to modernize our firm for the future.” 

Headquartered in Atlanta, HB Wealth employs more than 300 professionals across 11 offices in five states, managing over $25 billion in assets for individuals, families, and institutions. 

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HB Wealth

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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