About
Brian Sipple, CFP®, is a Senior Advisory Associate at HB Wealth Management, LLC, based in Atlanta, GA, where he collaborates with clients to deliver comprehensive financial planning and wealth management solutions. He leverages his expertise to support clients across asset allocation, investment strategy, and personalized financial goal-setting, working closely with families and individuals seeking multi-generational wealth strategies.
Brian focuses on serving clients in the high-net-worth and ultra-high-net-worth segments, emphasizing broad-based investment portfolios and holistic financial planning rather than targeting a single sector or asset class. His approach integrates tax-efficient strategies, estate planning, and portfolio management to suit the diverse needs of his clients.
Having joined HB Wealth in June 2022, Brian advanced from Associate to Senior Advisory Associate, bringing prior experience as a Financial Planning Intern at Carroll Financial. He holds a Bachelor’s degree in Financial Planning from Virginia Tech – Pamplin College of Business, and earned the CERTIFIED FINANCIAL PLANNER™ certification in June 2024, reflecting his commitment to professional excellence and client service in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Homrich Berg | Senior Associate | Feb 2025 to Present | — |
| Homrich Berg | Associate | Jun 2022 to Feb 2025 | — |
| Carroll Financial | Financial Planning Intern | May 2021 to Aug 2021 | — |
| Northwestern Mutual | Financial Planning Intern | May 2020 to Aug 2020 | — |
| The Statler Hotel | Bellman | May 2019 to Jan 2020 | — |
| Chick-fil-A-Franchise | Student Worker | Feb 2019 to May 2019 | — |
| Cornell University | Caterer | Jun 2018 to Sep 2018 | — |
| Sippewissett Cabins & Campground | Grounds Crew | Jul 2017 to Aug 2017 | — |
Education
Virginia Tech - Pamplin College of Business
Bachelor's degree, Finance, CFP® Certification Education Option
2018 — 2022
Ithaca Senior High School
2014 — 2018
Others at HB Wealth Management, LLC (23)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
 | Principal | Atlanta, GA , United States |
 | Principal | Tampa, FL , United States |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
 | Senior Associate | Alpharetta, GA , United States |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States |
 | Senior Trader and Associate Portfolio Manager | Towson, MD , United States |
 | Partner | Denver, CO , United States |
 | Partner | Cockeysville, MD , United States |
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M Michael Butkus | Partner | Atlanta Consulting Group Advisors, LLC | Atlanta, GA , United States |
 | Principal | Investment Research & Advisory Group, Inc. | Atlanta, GA , United States |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
