Cindy Wilson

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.

Jun 27, 2026

We are very comfortable with Cindy and her team. They are able to explain things clearly and always respond promptly.

James A.

Jun 19, 2026

Cindy is simply the best!

Dale M.

May 11, 2026

Cindy continues to demonstrate her sincere motivation toward meeting our financial goals. We greatly respect the fact that she tells us what we need to know and not just what we want to hear. Cindy's responsiveness, financial acumen and attention to detail are second to none. She quickly earned our complete trust and we're extremely fortunate to have Cindy as a partner.

Mike L.

May 4, 2026

Cindy is extremely knowledgeable and knows our personal portfolio thoroughly She is easy to work with and has our complete confidence. We feel fortunate to have her as our advisor.

Sue D.

May 1, 2026

Cindy and team have been a DELIGHT to work with these past several years! She has taken a holistic approach by looking constantly at our overall family situation and incorporating that into our financial planning effectively. We've appreciated the quarterly reviews and the thoroughness of her preparation for these discussions. Cindy is always ready to address any of our questions and to provide her professional guidance, as we review our existing plans and look to the future for any possible changes and how they could affect these plans. We are looking forward to continuing our relationship with Cindy and HB Wealth for many years to come!

Larry B.

May 1, 2026

Cindy truly understands our needs and goals and has worked to put together strategies to meet our objectives She is also very well in informed on current investment trends and the broader macro environment

Bob A.

Apr 30, 2026

I have worked with Cindy for a long while and I trust and respect her approach to my portfolio. She provides updates as well as direction on managing my account. She has made me more accountable for my money.

Debbie O.

Apr 30, 2026

Cindy takes time to understand our concerns and gives clear and actionable advice. Highly recommended.

Jim T.

Apr 29, 2026

Cindy was super helpful with our effort to buy a house. We didn't anticipate finding or buying a house at the current time, but we found a great opportunity and decided to put an offer in. From that point forward Cindy worked with us as a real partner, figuring out how to move money, working with the attorneys to transfer funds, etc. And all this was done on a very tight schedule with zero problems. The whole HB team was great, and we are very appreciative of them all, especially Cindy!

David G.

Apr 29, 2026

She is excellent, very knowledgeable about markets as well as about our portfolio. She is easy to work with and generous with her time. We are grateful to have her as our advisor.

Edward D.

Apr 29, 2026

We are privileged to have Cindy Wilson as our advisor. She is professional, thorough, available, and fun to be around. She knows the intricacies of investing for long term results and preserving capital. She is an asset to HB Wealth, to our family.

Tom H.

Apr 29, 2026

Our many years working with Cindy have been a delight for me. I feel confident that she's there for me should I need to call on her. She keeps us up-to-date and on course for our goals. I rest easier with Cindy in my life.

Maggie M.

Apr 29, 2026

Cindy is incredible to work with. She gives us great confidence that our family wealth is in very capable hands. We always look forward to meeting with her and Michael!

Jim S.

Apr 29, 2026

She responds quickly and efficiently

Catherine C.

Apr 29, 2026

Cindy has been a great fit for us. She is so knowledgeable, professional, and practical. If she doesn't know the answer to a question she commits to getting one for us. I feel that she has our best interests in mind and listens to our concerns

Anonymous

Jun 17, 2025

Always a pleasure meeting with Cindy! She’s very knowledgable and offers great insight into our investment strategy and what steps we should take next. Very happy to have her as our Advisor!

Mark Q.

May 13, 2025

Cindy is very intelligent, well trained & has a thorough knowledge of our portfolio. She is very warm, friendly & relates as a strong supporter of our needs.She makes herself very available. She goes beyond her normal guidelines to satisfy our needs. We like her a lot. We give her a top rating.

Ed D.

May 1, 2025

Cindy is knowledgeable and effective.

Catherine

Apr 29, 2025

Cindy has been our investment advisor since November 2012. I likely ask more questions about our portfolio than the average client, but Cindy never seems impatient or weary. She always listens thoughtfully, acknowledges the validity of my concerns, and then clearly explains how the Homrich Berg approach—customized to our risk tolerance—addresses each issue. One of the most valuable qualities Cindy brings is her ability to reassure my wife during inevitable market downturns. She helps put things into perspective, easing our worries when monthly statements show significant losses—something I’ve never been able to do as effectively. Her calm demeanor during turbulent times makes our home life less stressful. Cindy is not only highly knowledgeable about investment strategies, theories, and best practices, but she also excels in communication. Her ability to make complex concepts understandable is a rare and invaluable skill.

Tom M.

Apr 28, 2025

Cindy has been a true partner with us in our financial journey these past several years. She has always been thoughtful and strategic in her guidance. We've appreciated Cindy's creativity in setting our long term financial plans and her flexibility as our situation has occasionally changed. Cindy has exceeded our initial goal of helping us to recover our losses that had occurred previously when we were working directly with Fidelity during the 2021-2022 years, when the markets were affecting everyone. We have seen positive growth in our overall financial situation beyond the recovery of those losses thanks to Cindy and the team at HB! Our quarterly update meetings have always been productive and have helped to ensure that we are constantly in sync with our financial plans. "Delighted" is the word we would use in our relationship with Cindy and look forward to many years of partnership!!

Larry B.

Apr 28, 2025

It's been a pleasure working with Cindy. My wife and I have found her to be extremely knowledgeable and very responsive to our needs. She's a great listener who is also able to patiently communicate with us in a manner that helps us understand the analytics, etc. We greatly respect Cindy for not simply telling us what we want to hear, but rather what we need to know. It's been so comforting having someone as trusting as Cindy and the HB team by our side!

Mike L.

Apr 25, 2025

As always, Cindy was well prepared for our meeting. She is thorough, highly intelligent, and professional. She is very warm and relates well. She has helped us with our estate planning, and assisted us by participating in a zoom meeting with our lawyer. Cindy had read our will, and found some issues that needed attention We are very pleased and satisfied with Cindy as our advisor.

Sue D.

Apr 25, 2025

Lack of action based on my concerns about the market and my future retirement!

ONeal M.

Apr 24, 2025

We trust Cindy’s counsel and appreciate her availability and creativity.

Andrew C.

Apr 23, 2025

Cindy is an intelligent, perceptive and caring manager. She has helped us move from being our financial manager to being our guide as we approach 80 years old. We have confidence that she will continue to guide us.

Sharon H.

Apr 23, 2025

Professional, personal, focused, and fun. You blend all the elements to make the relationship interesting, informative, and inspirational. We are very comfortable with your management of our assets and look forward to deepening the relationship.

Tom H.

Apr 23, 2025

Wonder person. Great help

Len D.

Apr 23, 2025

Cindy truly listens to me and cares. I feel so very grateful to have found her! I feel confident and safe with her.

Julie P.

Apr 23, 2025

Cindy is always very responsive, explains her strategies with us thoroughly, gives us great confidence in her abilities, listens to our ever-changing needs and makes appropriate recommendations. She also directs us to her support team as needed who execute requests efficiently and with great kindness and care.

Jeanne S.

Apr 23, 2025

I have worked with Cindy at Geller, Joyner and Wealth Management. When she left Wealth I could not follow her for I think 2 years. Once they the all clear was declared I came back. Intrust Cindy and she holds me countable. I trust Cindy and consider her a trusted friend.

Debbie O.