Careers
Home / / Learn More About Opportunities at HB Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as…
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Our Approach to Private Alternatives
Private alternatives have been a key part of Homrich Berg’s investment philosophy for over 25 years, and we believe they are as relevant today as they have ever been. With…
Bill Bolen, CFP®, CFA
Bill is an experienced wealth advisor and executive leader who works with ultra-high net worth families to help them navigate the markets and manage their financial lives. He also leads…
Andy Berg
Andy is co-founder and chairman of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict-free financial planning and investment advice. He developed HB’s…
Robin Aiken, CFP®
Named as one of Forbes Top Women Wealth Advisors since 2020 and Forbes Best-In-State Atlanta high net worth advisors since 2021, Robin is a Principal who joined Homrich Berg in…
John Bochniak, CFP®, CPA, PFS
John is a Principal at the firm who is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of…
Accessibility Statement
Home / General Homrich Berg strives to ensure that its services are accessible to people with disabilities. Homrich Berg has invested a significant amount of resources to help ensure that…
Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles
Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey…
HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List
We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List. Check out our careers page to see just why HB is the best place to work!…
The Retirement Plan Menu of the Self-Employed…and those that work for them.
August 19, 2022 By: Director, Philip H. Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS When a typical employee starts a job, they are usually offered a pre-set menu of…
Florida
Home / About Us / / Located in beautiful Palm Beach Gardens, our highly experienced advisors serve multi-generational families with complex needs. In addition to investments, our teams help with…
Georgia
Home / About Us / / In addition to HB’s headquarters in Buckhead, we have offices in Alpharetta, Augusta, and Sandy Springs. These offices provide financial planning, investment management, foundation…