Homrich Berg

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

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This Office

5755 North Point Parkway, Suite 248 Alpharetta, GA 30022-1173 Phone: (404) 264-1400 Fax: (404) 237-5114

Primary Office

3550 Lenox Rd NE Ste 830 Atlanta, GA 30326-4334 Phone: (404) 264-1400 Fax: (404) 237-5114

Other Offices

400 Galleria Pkwy SE Ste 1050 Atlanta, GA 30339-6070 Phone: (404) 264-1400
5755 North Point Parkway, Suite 248 Alpharetta, GA 30022-1173 Phone: (404) 264-1400 Fax: (404) 237-5114