Bill Bolen
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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Sourced professional profile
John Bochniak
Senior Wealth Advisor, Shareholder
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John Bochniak advises families from Alpharetta with particular experience in retirement income and corporate compensation programs. His work includes stock options, restricted stock, employee purchase plans and deferred compensation. He joined HB Wealth through Compass Financial Consulting in 2018 and brings a background in public accounting.
View professional sourceBefore your first conversation.
- Areas of focus
- Retirement income · Executive compensation · Equity compensation · Financial planning
- Credentials recorded in sources
- CFP®, CPA, PFS
- 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.
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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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Emily Bentley
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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Gene Brooks
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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