Julian Davis
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road NE, Suite 2700
Atlanta, GA 30326 Directions
4.9 out of 5
28 verified ratings
28 Verified Ratings
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 20, 2026
Julian has been great to work with! He is very informative and available.
Vickie k.
May 5, 2026
I have had a wonderful experience working with Julian and the HB team. I appreciate Julian's insights into my portfolio and potential investment choices. We're able to have open and candid discussions and he always explains things clearly and honestly.
Criss V.
May 1, 2026
Attentive and responsive. Julian manages and juggles all the balls in the air with quiet competence.
Anonymous
May 1, 2026
Julian is an excellent advisor: Attentive, responsive, clear, compassionate.
Will
May 1, 2026
Julian is professional, knowledgeable and always available to help....
Edward J. K. Sr.
May 1, 2026
Julian is the consummate professional. Though we are a small account, he makes us feel as if we are his only account. He always makes time to answer our concerns in a timely and thorough fashion. Julian is remarkable man, who we feel very fortunate to have overseeing our account.
Robert P.
Apr 30, 2026
Julian and his team are constant in their professional and personal approach to handling our family finances. We have enjoyed a relationship with him
for multiple years and have a great deal
of confidence and trust in his guidance.
Will W.
Apr 30, 2026
Appreciate Julian's straight forward approach and consistent guidance. Always there when I need him.
Bill R.
Apr 30, 2026
Ed and I just wanted to take a moment to thank you for the outstanding job you’ve done managing our finances. Your guidance, attention to detail, and thoughtful approach have made a real difference, and we truly appreciate the confidence and peace of mind you’ve provided.
It’s clear you care about your clients and take pride in your work, and that does not go unnoticed. We are grateful to have you as our advisor and look forward to continuing to work together.
Mary Jane
Apr 29, 2026
I really like the fact that you are always ready to help when I need it. Always timely responsive, even when on vacation. Most of all, you are very knowledgeable and can answer questions quickly and correctly. I am so glad to be one of you proud clients.
Thanks For All You Do
Ted and Charlotte
Apr 29, 2026
Julian stays in close touch with us on all aspects of our financial investments. Always provides prompt, informative and objective feedback on all investment inquiries. Definitely an asset to the HB Wealth organization.
Fred G.
Apr 29, 2026
Julian and team have become an important part of our family's financial success. Their calm and strategic approach to our planning gives us great confidence as we move through the stages of our lives.
Dave M.
Apr 29, 2026
Very attentive, easy to reach, answers all our questions in a very timely manner, and very nice person.
Cindy D.
Apr 29, 2026
Awesome. Very knowledgeable and extremely caring of our needs.
Michael S.
Apr 29, 2026
Julian is great to work with. Good communication about my account. Worked hard to get a family member with HB. Glad I have gotten to know him.
Gregg O.
Apr 29, 2026
Always available. Knows or finds answers to all my questions. Has my best interest at heart.
Josh F.
May 20, 2025
Julian is patience, kind, knowledgeable and always available.
Allison R.
Apr 25, 2025
Julian and his team do a fine job for us.
John J.
Apr 23, 2025
Julian is always kind and helpful. He responds to our needs and requests in a timely manner.
MJ K.
Apr 23, 2025
Julian has been instrumental in helping me reach and maintain my financial goals. Julian and his group have been wonderful to work with.
Gregg O.
Apr 23, 2025
Professional. Always responds to my questions or requests in a very timely fashion. Goes above and beyond our expectations to help and keep us informed. More importantly, you can tell, Julian is just a good person.
Robert P.
Apr 23, 2025
-HELPFUL AND EXCELLENT LISTENER.. KNOWLEDGEABLE, UNDERSTANDS INVESTMENT STRATEGY..
-ALWAYS POSITIVE, AVAILABLE AND WILLING TO OFFER ALTERNATIVES TO INVESTMENT OPTIONS...
-MOST IMPORTANT.....A GOOD PERSON...
EDWARD K.
Apr 23, 2025
He is very informative and takes time to listen and he has knowledge of what needs to happen, present it and then implements it got us ! We trust him Greatly!
Lindi R.
Apr 23, 2025
Julian is trustworthy, intelligent , focused and has become a definitive part of our retirement planning. His being involved truly takes away the day-to-day concern of our financial management.
Will W.
Apr 23, 2025
Julian is a smart, caring, and compassionate financial advisor who has been very astute at navigating our complex financial planning needs. I recommend him as an advisor due to his expertise and excellent client service.
J.J.
Apr 23, 2025
Awesome experience with Julian all the way around.
Michael S.
Apr 23, 2025
Julian and the entire team at Homrich Berg have been great to us here. We greatly appreciate his efforts and look forward to continuing having him manage our investments.
Mark S.
Apr 23, 2025
Julian has been great to work with! We really value his expertise and &advice, and he's always quick to respond if we have questions.
R.B.