Pro athletes are busy people, and advisors need to be willing to work with hectic schedules. “If they’re playing well, they’re home one week a month. It’s incumbent upon us to go find them when we need to sit down,” explains Drew Klepchick, CFP® , principal at Homrich Berg, to Business Insider.
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 $9 billion for more than 2,000 family relationships nationwide.