Emily Bentley
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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Sourced professional profile
Bill Bolen
Senior Wealth Advisor, Shareholder
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Bill Bolen helps ultra-high-net-worth families coordinate investments and financial decisions through HB Wealth Family Office in Atlanta. He joined the firm in 2009 after leading the Terwilliger Family Office. His experience spans family office operations, investment management, executive advice and management consulting.
View professional sourceBefore your first conversation.
- Areas of focus
- Family office · Investment management · Executive advisory · Multigenerational planning
- Credentials recorded in sources
- CFP®, CFA
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
HW
HB Wealth
8 listed professionals
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.
Research before you connect.
Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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