Wealth Management Built For You™

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

Fiduciary, Comprehensive, and Personal Wealth Management

The HB Difference

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.
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.
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.

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.
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.
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.

Who We Are

Who We Are - founded-1989

Founded in 1989

Providing fee-only fiduciary advice for over 30 years

Who We Are - true-fiduciaries

True Fiduciaries

The foundation of our firm that will never change

Who We Are - employee-owned

Independent

Not owned by bank or brokerage firm

Who We Are - usa-map

Clients in 46 States

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

Who We Are-Retention-Rate

98%

Client retention rate

Latest Insights and News

Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles

September 19, 2022

Abbey Flaum and Isaac Bradley bring depth and expertise to $12B…

The Retirement Plan Menu of the Self-Employed…and those that work for them.

August 22, 2022

August 19, 2022 By: Director, Philip H. Clinkscales, III, CPA,…

Our Approach to Private Alternatives

April 18, 2022

Private alternatives have been a key part of Homrich Berg’s…

Our Services

Service Levels and Costs

Our Services levels-costs

Learn more about our HB service levels and costs.

Financial Planning

Our Services financial-planning

Learn more about how HB helps you protect, grow, and manage your wealth so you can relax and enjoy life.

Investment Management

Our Services investment-management

Learn more about the personalized HB approach to investing.

Foundations and Nonprofits

Our Services foundation-nonprofit

Learn more about how HB provides fiduciary investment management to tax-exempt organizations.

Family Office

Learn more about how the HB Family Office division specializes in serving your unique ultra high net worth family’s needs.

Top 100 Independent Wealth Advisors

2009 – 2019
300 Top U.S. Registered Investment Advisors

2014 – 2020
Top 50 Registered Investment Advisors

2010 – 2022
Top 250 Wealth Advisors Award

2018-2020
Barron’s Top RIA Firms

2020-2022
Financial Planning RIA Leaders List

2021

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Top 100 Independent Wealth Advisors

2009 – 2019

300 Top U.S. Registered Investment Advisors

2014 – 2020

Top 50 Registered Investment Advisors

2010 – 2022

ria-2022-sqaure2

Barron’s Top RIA Firms

2020-2022

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

Learn More About How HB Can Help You

Call 404-264-1400