Homrich Berg Crosses $6 Billion AUM Mark And Will Add Sandy Springs Office Via Planned Merger With Cedar Rowe Partners

 

ATLANTA – November 20, 2019 – Homrich Berg is pleased to announce that Cedar Rowe Partners has signed an agreement to join Homrich Berg, giving HB a Sandy Springs office location and an addition of talent and clients. Under the terms of the agreement, Sean Cook will join HB as a Principal along with three other client service professionals.  The deal is expected to close on December 31 of this year.

This event is part of the continuing growth story at HB, which will soon have twenty-four principals and four offices in metro Atlanta including Buckhead, Alpharetta, Cobb, and now Sandy Springs.  Recent firm growth has resulted in Homrich Berg now managing assets of over $6 billion for clients in 45 states even before this merger event. HB continues to build a regional presence, with the scale and expertise of a large firm combined with the high touch client service of a boutique firm.

“We are very pleased to have Sean and his fine firm join HB,” stated Andy Berg, co-founder and CEO of Homrich Berg. “We feel comfortable knowing that we share common core values with a clear focus on serving our clients. We are highly confident that this merger will be additive for clients and employees.”

“Homrich Berg has a reputation as a leading firm in the Southeast, and we felt joining HB was the best fit for our team to allow us to continue to grow while serving our clients,” said Sean Cook. “Through this partnership, we look forward to leveraging the expertise of Homrich Berg to offer our clients enhanced services while continuing to guide them to their financial goals.”

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 $6 billion for over 1800 family relationships nationwide. For more information, please visit www.HomrichBerg.com.