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About
Edwin Martin is an Associate Wealth Advisor at HB Wealth (formerly Homrich Berg), based in Alpharetta, Georgia. In his current role, he works directly with clients to provide comprehensive wealth management services, including financial planning, investment strategy, and multi-generational wealth solutions. He is recognized for his personalized, fiduciary approach in advising high-net-worth individuals and families.
Edwin’s expertise spans public and private markets, with a particular emphasis on portfolio construction, investment management, and holistic financial planning. As part of the HB Wealth team, he collaborates with credentialed professionals in navigating asset allocation across equities, fixed income, and alternative investments, with exposure to private equity, credit, and real estate offerings within the firm.
He holds an Executive Certificate in Financial Planning from the University of Georgia’s Terry College of Business and a Bachelor of Business Administration in Finance from the University of North Georgia. Edwin is a CERTIFIED FINANCIAL PLANNER® (CFP®), reflecting his commitment to fiduciary standards and ongoing professional development. His career is driven by a dedication to helping clients achieve financial security and generational wealth preservation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Homrich Berg | Associate | May 2021 to Present | — |
| HB Wealth | Associate Wealth Advisor | Unknown to Present | — |
Education
University of Georgia - Terry College of Business
Executive Certificate, Financial Planning
2018 — 2019
University of North Georgia
Bachelor of Business Administration (BBA), Finance, General
2009 — 2015
Skills & Expertise
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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