ATLANTA – Homrich Berg has continued its consistent growth by passing the $4 billion mark for assets under management.
The growth of the firm has largely come from continued client and advisor referrals and the awareness of the importance of choosing an experienced fiduciary advisor.
“My partners and I are proud to achieve this milestone,” said Andy Berg, Chief Executive Officer of Homrich Berg. “It is a testament to the client service that our staff provides every day. Our clients are fantastic and we appreciate their trust and confidence.”
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1300 family relationships nationwide.