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Homrich Berg
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About Us

You are here: Home / About Us

Serving Over 1800 Families and Managing Over $8 Billion+ of Assets with Our Fee-Only Fiduciary Comprehensive Wealth Management Approach Since 1989

One of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 44 states from our home base in metro Atlanta and now have over 20 principals and more than 120 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.

* Click here to read how we calculate client retention rate.
Link to: History
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History

Link to: Profile
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Profile

Link to: Mission/Values
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Values

Link to: Clients
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Clients

Link to: Financial Careers
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Financial Careers

Link to: Community
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Community

Link to: Awards
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Awards

Want To Learn More About HB?

Contact Us
Call 404-264-1400

Buckhead

3550 Lenox Road, NE
Suite 2700
Atlanta, Georgia 30326

Alpharetta

5755 North Point Pkwy
Suite 248
Alpharetta, Georgia 30022

Cobb

400 Galleria Pkwy
Suite 1050
Atlanta, Georgia 30339

Perimeter

5 Concourse Pkwy
Suite 2950
Atlanta, Georgia 30328

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

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