History
“We started HB with a simple vision – to serve clients, not sell products, and to help them with every part of their financial life.”
– Andy Berg, Chairman
1989: Founding of Homrich Berg
Homrich Berg was founded in Atlanta by Andy Berg and David Homrich, with a mission to address a growing need in the financial services industry: individualized and fiduciary wealth management for families, individuals, and not-for-profit organizations. With a core belief that investors deserve fiduciary advice, HB was established to provide comprehensive financial planning and investment advisory services on an independent, fee-only basis. The firm was designed from the outset to serve clients, not sell products.
2008-2020: Growth in Metro Atlanta
Over this period, HB expanded its presence with multiple offices throughout metro Atlanta, including establishing a new headquarters in Buckhead.
2021: Expansion into Florida
HB ventured outside Georgia for the first time in 2021, opening an office in Palm Beach Gardens, Florida
2022-2023: Further Southeastern Expansion
HB continued to grow its southeastern footprint by opening offices in Augusta, Georgia; Columbia, South Carolina; and Nashville, Tennessee.
2024: Leadership Change & New Florida Office
On January 1st, Thomas Carroll was named CEO, as Andy Berg transitioned to Chairman of the Board. To increase HB's presence in Florida, an office was opened in Tampa.
2025: Expansion into the Mid-Atlantic
HB's continued growth expands into the Mid-Atlantic with offices in Towson, MD, and Columbia, MD.
We look forward to welcoming you to our offices and sharing our story with you.