Our Firm

Founded in 2010, HB Financial started with one employee and limited resources. By 2016, the program expanded to include an additional office in the greater New Orleans area. HB Financial now includes three Financial Advisors, an Operations Manager, and an Administrative Assistant. The firm is equipped with a robust team of diversely talented individuals, which allows us to better serve our clients. HB Financial provides financial strategies for our clients in order to help prepare them for a successful future.

Understanding what matters most to you is one of the keys to a comprehensive investment strategy. At HB Financial, our team is committed to providing knowledgeable guidance on all aspects of wealth management. Planning for your financial future is one of the most important things you will ever do, so having access to resources and advice from a trusted partner is vital.

At HB Financial, we take pride in providing our clients with superior service. Our diverse team will work with you to develop and implement a plan that will help you to pursue your financial goals.