Philip Clinkscales III
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road, Suite 2700
Atlanta, GA 30326 Directions
4.9 out of 5
17 verified ratings
17 Ratings, 15 Comments
Nov 25, 2025
Promptly handles all requests.
Very helpful to assessing the risks associated with my aggressive investment strategy.
He and his associate, Garrett Liebe, provide excellent and easy to understand analysis of my current and anticipated future investment outcomes.
James G.
Nov 12, 2025
I really appreciate the work you and your team do managing my alternative investments. One area I think could enhance the client experience is the quarterly report. It would be helpful to have a single summary that includes both private and public investments, along with your commentary on portfolio performance, trends, or potential adjustments. Even brief insights on “stay the course” or upcoming opportunities would be valuable. This would make it easier to understand my overall portfolio without having to source information separately.
Thank you for considering this feedback. Regard, Dean
Dean M.
Nov 5, 2025
Philip and his team have been a huge asset to me and my family. A+ rating!
David B.
Nov 4, 2025
Excellent follow through
Jeff M.
Oct 26, 2025
Philip always has thorough, clear, patient answers to my questions. He is quick to respond to my question and always follows through when he says he will do something.
Eric D.
Oct 24, 2025
Phillip is wonderful. He explains everything very clearly and always answers me when I need him .
Leslie B.
Oct 23, 2025
Philip (and Garrett) have been excellent partners in managing our finances and wealth. They’re always available and respond quickly to all of our questions. They’ve helped with some financial challenges that were too complicated for me to address on my own (concentrated stock positions, Roth IRA conversions, alternative investments) and have recommended other professionals to help with taxes and estate planning. This has all made planning our financial lives much simpler and less stressful.
Tim E.
Oct 23, 2025
Philip is extremely knowledgeable about the market and is always available and willing to provide excellent advice and information to my husband and I. He helps us make investment decisions and knows which holdings are advantageous to liquidate at a time that helps balance some capital gains. He exceeds our expectations in every way. We are very happy to be his clients.
Nancy F.
Oct 23, 2025
I began working with Philip and HB Wealth about 5 years ago. Before that, I was with another money manager and had no clue what I was missing out on. Since moving to HB Wealth and working with Philip, I have a complete financial plan and a high degree of confidence that I'm on a path to achieve my financial goals. Philip is very responsive, extremely knowledgeable, patient, and 100% committed to my success. I also appreciate the various alternative investment opportunities that he brings to me for evaluation. My experience has been A+.
Brian J.
Oct 22, 2025
Phillip has been great and always quick to respond to my questions.
Miranda K.
Oct 22, 2025
I am so fortunate to have had excellent advice from Phillip. My relationship has been very fortunate for me. He has always listened and answered my questions. We worked up a plan that met my needs and goals. I have been extremely pleased.
Margaret
Oct 22, 2025
Availability, correspondence in detail and beyond amazing communication practice.
ISP
Oct 22, 2025
Philip has always been the consummate professional who directs us in making the choices to invest
Chad R.
Oct 22, 2025
Everything is going great. We are very satisfied with the current relationship
bruce s.
Oct 22, 2025
Philip is a true professional and his team is extremely diligent and great to work with. They are responsive and give us great guidance. Really enjoy working with Philip!!
Austin W.