HB WEALTH MGMT GROUP

HB Wealth Management Group provides a thoughtful and differentiated wealth planning experience. Our practice is national in scope, currently managing wealth in 38 states with emphasis on solving intricate and intellectually challenging planning cases. We strive to build deeply rooted muti-generational relationships with the families we serve. We are curious learners, we listen, we ask questions, and we collaborate with other professionals to drive optimal planning results. We understand the accumulation of substantial wealth leads to increasing complexities. It’s our commitment to simplify these complexities using our collective financial planning knowledge. We are honored to be recognized by Forbes as a Best in State Wealth Management Team most recently in 2025 (Published annually in January. Rankings based on data as of March 31 of prior year) and Cory Howard is proud to be part of a select group of Registered Financial Advisors with the National Football League Players Association (NFLPA). We look forward to hearing your story and discussing how we can help connect your wealth with purpose.

^{*The NFLPA Registered Player Financial Advisor program is administered through the NFL Players Association.  Eligibility criteria includes, but is not limited to: Bachelor’s degree from an accredited university, holding of one or both of CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® professional certifications, Minimum of eight (8) years of licensed experience, Fidelity bonding and professional liability insurance coverage, no civil, criminal or regulatory history related to fraud, no pending customer complaints or litigation at the time of the application, must not maintain custody of player funds unless deemed a qualified custodian.  NFLPA Registered Player Financial Advisors are not “certified”, “recommended” or “approved” by the NFLPA. 
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® ™ and CFP® in the U.S.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.}