Gene Brooks
Senior Wealth Advisor, Shareholder
HB Wealth (formerly Homrich Berg)Atlanta, Georgia
Published information helps you research. Confirm current details with the original source.
A clearer picture of the professional.
We have not reviewed a matching report for this profile. Ask the firm about relevant experience and verify its source.
Record not reviewed
No reviewed report is on file here. Missing information does not establish a clear regulatory history.
Confirm identity, registration, and disclosures with the regulator. Check BrokerCheck and the SEC adviser database before deciding. Suggest a correction.
Published profile
Gene Brooks advises affluent individuals, families and foundations through HB Wealth Family Office in Atlanta. While his work covers a broad range of financial planning needs, he has a particular interest in complex estate planning. He holds the CFP designation and studied business and finance at Georgia Tech.
Questions to take to the conversation
- Do the current firm and registration record match this profile?
- Which details need to be confirmed directly with the firm?
- What information is missing from the record?
Keep answers in your meeting worksheet
Open the preparation guideProfessional details
- Published practice focus
- Family office
- Credentials in source
- CFP®
- Minimum relationship
- Confirm with the firm
- Fees
- Request a written explanation
Sources & record context
Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
Suggest a correction to this profileContinue your research
Other published profiles at the same firm or in Georgia.
A LITTLE CLARITY. A NEW POSSIBILITY.Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.