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Homrich Berg | Wealth Management | Atlanta, Georgia

Wealth Management Built For You®

Helping Families Protect, Grow, and Manage Their Wealth Since 1989

Contact Us

Fiduciary, Comprehensive, and Personal Wealth Management – Delivered With the HB Difference

Learn more about how we built HB to align our services with what you want from a wealth management firm.

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Fiduciary

"I want an advisor who is acting in my best interest at all times, period."

We founded our firm in 1989 based on this core principle.

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Expertise

"I want real knowledge on my financial team, not salespeople pretending to be advisors."

The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations.

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Alternatives

"I want more than just plain vanilla stocks and bonds in a portfolio personalized for me."

Our investment experts source and analyze compelling private alternative investments to target improved long term performance in combination with our traditional investments.

HB Team walking down the hall together

Comprehensive

"I want someone to help handle everything in my financial life, saving me time and money."

We serve as your family CFO, handling your investments and planning issues big and small.

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Technology

"I want the latest technology to make my life easier."

We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.

HB Team sitting in a lobby

Personal

"I want real people advising me now and in the future to help me stay on track."

We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.

*Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not be allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.

Our Services

Learn more about the wide range of services provided by our financial advisors.
Service Levels & Costs
Financial Planning
Investment Management
Private Alternatives
Foundations & Nonprofits
HB Family Office
Who We Are

Fiduciary, Comprehensive, and Personal Wealth Management

Founded in 1989

Providing fee-only fiduciary advice for over 30 years

True Fiduciaries

The foundation of our firm that will never change

Independent

Not owned by bank or brokerage firm

Clients in 45 States

Based in Atlanta and serving clients across the U.S.

Loyal Clients

98% Client Retention Rate

Learn More

Diverse Team

180+ employees serving you

Our Blog

Latest Insights and News

September 20, 2023

Named #35 of Barron’s Top 100 RIA Firms of 2023

September 14, 2023

Beyond The Numbers: Five Tips For Starting Your Art Collection

September 12, 2023

Homrich Berg Moves Forward with Leadership Transition Plan

Read More

Awards and Recognition

FORBES
2022

Forbes America’s Top RIA Firms

Financial Advisor
2010 – 2023

Top 50 Registered Investment Advisors

Financial Planning
2022

Top 20 Fee-Only RIAs

Barron’s
2020-2023

Barron’s Top RIA Firms

Please see important disclosure information regarding awards and recognition

The above is not a recommendation to purchase or sell a particular security and is not legal, investment, or tax advice. Results are not guaranteed. All investing involves risk.

Learn How An HB Financial Advisor

Can Help You

Contact Us

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Augusta

3740 Executive Center Drive
Augusta, GA 30907

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Columbia

1201 Main Street,
Suite 1980
Columbia, SC 29201

Nashville

1033 Demonbreun Street,
Suite 300
Nashville, TN 37203

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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