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Irwin, Joanna

Chief Marketing Officer

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Joanna Irwin serves as Chief Marketing Officer of HB Wealth, one of the country's largest fee-only registered investment advisers (RIAs), serving clients in 48 states and managing over $30 billion across 12 offices in six states, with over 300 employees. Since joining HB Wealth in September 2024, Joanna has demonstrated vision and leadership as Chief Marketing Officer. She led the firm’s strategic rebrand following the acquisition of $6.4B WMS Partners, an RIA in Maryland, bringing together two firms with more than 30 years of market recognition under a single national identity. Joanna successfully introduced the HB Wealth brand into new markets while strengthening visibility and loyalty within the firm's established client base through integrated owned, earned, and paid media strategies