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EM

Edwin Martin

Associate at HB Wealth Management, LLC

Alpharetta, GA , United States

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

OrganizationRoleDate RangeDetails
Homrich BergAssociateMay 2021 to Present
HB WealthAssociate Wealth AdvisorUnknown 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

Leadership
Interpersonal
Microsoft Office
Teamwork
Analytical Skills
Financial Statement Analysis
Investments
Microsoft Excel
Organizational Leadership
Public Speaking
Time Management
Interpersonal Communication Abilities
Team Leadership
Critical Thinking
Finance
Organizational
Financial Statement
Analysis
Security Clearance
Team Oriented

Others at HB Wealth Management, LLC (23)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
N
Noreen Frost
Partner, Portfolio ManagerTowson, MD , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Showing 1-10 of 23 team members

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