Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout the country. For almost thirty years, we have offered objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one.
Our goal is simple: to make sure our clients feel confident and secure about their financial future.
Homrich Berg has a diverse client base which includes families, corporate executives, entrepreneurs, physicians, athletes, retirement plans and not-for-profit institutions. To best serve each relationship, HB pulls from the strengths of our 90+ employees and utilizes a team approach to ensure responsiveness and continuity of knowledgeable service.
We offer a comprehensive approach to asset allocation, diversification and active asset management designed to meet each client’s overall objectives. Our financial planning services include Estate Planning, Family Continuity, Education Funding, Insurance Reviews, Income Tax Planning, and Retirement Planning and are done in collaboration with other advisors.
For more information, please visit our website: www.homrichberg.com