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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

Request A Consultation

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.

5 people gathered around a conference table discussing family financial plans

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.

Five people around a conference table talking to one another.

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.

2 people gathered around a desktop computer discussing data points

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.

Person using a tablet

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 35 years

True Fiduciaries

The foundation of our firm that will never change

Independent

Not owned by bank or brokerage firm

Clients in 48 States

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

Loyal Clients

98% Client Retention Rate

Learn More

Diverse Team

200+ employees serving you

Our Blog

Latest Insights and News

A business blog graphic titled Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Office (MFO) with a photo of a man in a suit against a red background and blog details listed on the left.
May 14, 2025

Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

A presentation slide titled Economic Update As We Await Progress on Tariff Negotiations featuring a headshot of Ross Bramwell, CFA, Principal, and the Homrich Berg Wealth Management logo.
May 8, 2025

Economic Update As We Await Progress On Tariff Negotiations

A professional man in a suit is shown on the right. The text on a red gradient background discusses considerations for starting a single-family office, promoting a blog by Bill Bolen, CFP, CFA, HB Principal.
May 7, 2025

Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

Read More

Awards and Recognition

Financial Planning
2022-2024

Top 20 Fee-Only RIAs

Barron’s
2020-2024

Barron’s Top RIA Firms

Financial Advisor
2010-2024

Top 50 Registered Investment Advisors

Atlanta Business Chronicle
2013-2024

Atlanta's 25 Largest Financial Planning and Advisory 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

Request A Consultation

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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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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