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Est. 2026Moves · Money · ManagementNew York

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Moves · Financial ADVSR

HB Wealth enters Texas with physician advisory team

An Atlanta-based RIA opens in Austin as a father-daughter advisory team brings roughly $700 million in assets.

Grant WhitmoreMoves Correspondent ·

A father-daughter advisory team managing approximately $700 million joined Atlanta-based HB Wealth, establishing the fee-only RIA's first Texas presence in Austin, InvestmentNews reported.

The team focuses on physicians and specializes in wealth management for medical professionals, according to InvestmentNews.

Sources

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