Brandon Downs
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road NE, Suite 2700
Atlanta, GA 30326 Directions
5.0 out of 5
44 verified ratings
44 Ratings, 41 Comments
The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.
May 26, 2026
We love Brandon! He is doing a great job! Couldn’t be better!
Sue M.
May 4, 2026
Very responsive, professional and easy to talk to. Explains things very well so we all understand!
Debbie S.
May 4, 2026
As always we consider ourselves very fortunate that Brandon is our HB representative. He is consistently very professional, knowledgeable and responds to our servicing needs on a timely basis. In my opinion Brandon is a perfect representative for HB; I would gladly refer friends and family to the firm and specifically to Brandon.
Bill B.
May 2, 2026
We have enjoyed our relationship with Brandon through the years. He has been a pleasure to work with and we truly value his advice, guidance and direction regarding our financial objectives and achieving those goals. We look forward to many more years of working with him!
Mark F.
May 1, 2026
Professional
Prompt returns emails and phone calls
Knowledgeable
Answers all questions which (in my case) puts everything in perspective and clarification.
Erased all apprehensions in the replacement of Eric Toole which is often an apprehension issue for a client.
Donna S. R.
Apr 30, 2026
It's great dealing with Brandon
Always professional, responsive, does his best to understand our perspective and needs, very easy to speak with
Would recommend him highly
Rich P.
Apr 30, 2026
All our experiences with Brandon are first class!
Joe O.
Apr 29, 2026
Very professional and attentive. Brandon listens to our goals and works to execute a plan that we are comfortable. He is patient and take the time to educate us on our options.
Leo L.
Apr 29, 2026
Brandon has done an outstanding job for me. He is always available to answer questions or bounce ideas off of. He was of tremendous help to me when I was making arrangements for the Executor of my estate. He is knowledgeable and super responsive. I could not imagine a better partner to help me realize my financial and life goals.
Lynne K.
Apr 29, 2026
Brandon is the consummate professional with meaningful and appropriate guidance for my wife and me.
Lyons H.
Apr 29, 2026
Brandon is extremely knowledgeable and very helpful
Michael J.
Apr 29, 2026
Brandon and the team are great!
Emmitt W.
Apr 29, 2026
Brandon is a very likable , but more importantly an honest Professional . I have trusted Brandon with my investment portfolio for 14 years and never questioned his integrity! Harbor a wealth is fortunate to have Brandon in their Company!
Anonymous
Apr 29, 2026
Excellent
Bill M.
Apr 29, 2026
For fourteen years Brandon has had my full confidence in managing my savings. He always responds to any questions or requests in a timely manner.
Jane D.
Apr 29, 2026
Brandon has done a good job taking care of my financial planning . He's very responsive to any of my requests. Would like to have a face to face meeting at least once per yr if not more since I live remote from Atlanta.
Fred F.
Apr 29, 2026
Brandon has synthesized all the information that is provided by HB and tailors it to his individual clients. He is proactive in developing our financial portfolio.
Anonymous
May 16, 2025
Sorry this is late; It was saved in my email and I forgot about it. My long term experience with Brandon has been excellent. Brandon has a great personality, is always very responsive to my various requests and he is an excellent communicator. I appreciate his investment expertise and always feel he is working for our best interests. I am also currently a client of another advisory firm with which I have a very good, long term client relationship. While I have had very good experience working with them I would certainly rank Brandon above his counterparts at that very good firm. I look forward to working closely with Brandon well into the future.
Bill B.
5/16/2025
William
May 7, 2025
I’m fortunate to have Brandon for his knowledge and expertise which is exceptional. I feel comfortable with our relationship and I know he always has the best interests for me. He’s very professional in everything he does and I not only value our working relationship but also our friendship.
Stewart W.
Apr 28, 2025
Brandon is very knowledgeable, responsive and a pleasure to deal with
Richard P.
Apr 24, 2025
Always available when you need him!
Sally B.
Apr 24, 2025
Brandon and Eric have done a great job for the family. I appreciate that he's always there when we need him and HB's services. Needs to come up to see us a little more if possible!
Fred
fred f.
Apr 24, 2025
Always prompt, efficient, and thorough. I feel I have a real advocate that is knowledgeable in a variety of different financial issues.
Lynne K.
Apr 23, 2025
Brandon has always been very accessible, professional, knowledgeable and we have enjoyed working with him! Sue
Sue M.
Apr 23, 2025
Brandon's support of our wealth management accout has always given us a great deal of confidence to protect our financial future............. He is always quick to respond to our inquiries and provides us with well thoughout decisions based on his knowledge of our plan and needs.
Carl H.
Apr 23, 2025
Brandon does an excellent job and is always accessible and helpful!
Lisa R.
Apr 23, 2025
I can only say that Brandon Downs is the very best investment and wealth advisor for my husband and I. He understands our personal and family needs and gives us timely advice. He is someone that we trust and know that he always has our best interest in mind. He is sharp, diligent and shares our values. Brandon is an absolute pleasure to know!
Gail H.
Apr 23, 2025
Excellence for years!
Wells B.
Apr 23, 2025
Friendly , professional and always easily accessible
Michael N.
Apr 23, 2025
We have developed a trust in Brandon and he is the reason we continue to work with Homrich.
Leo L.
Apr 23, 2025
Brandon is unfailingly responsive and thorough in his dealings with me. I find he is willing to go the extra mile and operates with integrity so that I trust him.
F.W.
Apr 23, 2025
Brandon and the team are vital to our financial wellbeing. The understanding, care and sound advice are essential. We sleep well knowing they are caring for us in a personalized manner.
Robert M.
Apr 23, 2025
Brandon has been a great partner in managing mine and my family’s accounts. He brings great ideas on how to handle different things that come up.
Wade D.
Apr 23, 2025
We all are experiencing volatile financial markets that affect the financial wellbeing of all our families. Brandon helps to smooth the emotional aspects of the ups and downs. He discusses new ideas that help to balance the portfolio to address the long term financial goals. My gold standard is when a financial planner can make money during the downturns and he definitely fits into that group.
Anonymous
Apr 23, 2025
Responsive and professional. Always willing to talk about investment strategy and alternative approached. He is the reason we have stuck with HB from the sales of previous investment firms. We like him.
Not 100% sure I like the beard for him, though. But I'll differ to his family on that one. :)
Steven S.
Apr 23, 2025
I’ve know Brandon for over 20 years and value his insight greatly. He, with others, put together our family financial plan that to this point has stood the test of time. He knows what is currently happening with the family and is cognitive of future plans. We could not ask for more.
Bill C.
Apr 23, 2025
Enjoyed working with Brandon these many years.
Edward P.
Apr 23, 2025
Easy, interesting, and helpful to talk with Brandon. We talk and review my investments about every six weeks. I'm happy and confident in this arrangement.
Maurice C.
Apr 23, 2025
Consistently helpful, mindful of long term point of the investment (that is, not having to eat dog food the last five years of our life). Always on top of things.
Stephen Z.
Apr 23, 2025
Brandon is a good fit for us. Me probably more than Christie, but still a good fit.
Joseph O.
Apr 23, 2025
Brandon is always available to answer my questions and even solves problems I might have crop up.
He has all my confidence.
Jane D.