“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, CEO
Homrich Berg was founded in 1989 in Atlanta by Andy Berg and David Homrich to fill an emerging need in the financial services industry – individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. With a core belief that investors deserve fiduciary advice (and a loan from Andy’s father), HB was formed to provide comprehensive financial planning and investment advisory services on an independent, fee-only basis. The firm was built from day one to serve clients, not sell products.
Understanding that trust, integrity, and confidentiality are essential in providing clear counsel to people, HB has worked diligently to create and maintain excellent client service for its clients. In spring 2008, HB opened its second metro Atlanta office in Alpharetta to accommodate its growing presence in northern Atlanta communities, and from 2013-2020 HB expanded again with the addition of its Northcreek, Cobb, Perimeter, and Sandy Springs offices.
In 2018, HB consolidated the Buckhead and Northcreek offices at our new Buckhead office at Three Alliance Center in the heart of Buckhead, and the Perimeter team also moved to Buckhead in 2021. After almost 30 years at our original office location we were excited to start the next 30 years of our history in our new office home!
In 2021, HB expanded for the first time outside of metro Atlanta, opening up our South Florida office in Palm Beach Gardens. HB serves clients across the country and is excited to add our first physical office presence in Florida, with an expectation that you will continue to see more new offices outside of Atlanta in the years ahead.
We look forward to welcoming you to our offices and sharing our story with you.