Homrich Berg

Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout the country. For more than 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 180+ 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

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

3550 Lenox Rd NE Suite 2700 Atlanta, GA 30326 Phone: (404) 264-1400 Fax: (404) 237-5114

Primary Office

3550 Lenox Rd NE Suite 2700 Atlanta, GA 30326 Phone: (404) 264-1400 Fax: (404) 237-5114

Other Offices

333 Sandy Springs Cir Suite 121 Sandy Springs, GA 30328 Phone: (404) 459-0027
3740 Executive Center Drive Augusta, GA 30907 Phone: (706) 855-0170
1033 Demonbreun Street Suite 300 Nashville, TN 37203 Phone: (404) 264-1400
3630 Peachtree Road NE Suite 940 Atlanta, GA 30326 Phone: (404) 231-3414
1201 Main Street Suite 1980 Columbia, SC 29201 Phone: (803) 200-1482
3835 PGA Boulevard Suite 307 Palm Beach Gardens, FL 33410 Phone: (561) 532-2740
2475 Northwinds Parkway Suite 100 Suite 100 Alpharetta, GA 30009 Phone: (404) 264-1400 Fax: (404) 237-5114