“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

HB was founded in 1989 with help from a loan from Wally Berg

HB was founded in 1989 with help from a loan from Andy’s father Wally Berg

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 office in Atlanta to accommodate its growing presence in northern Atlanta communities, and, in 2013 and 2017 HB expanded again with the addition of its Northcreek and Cobb offices.

In 2018, HB consolidated the Buckhead and Northcreek offices at a new Buckhead office at Three Alliance Center in the heart of Buckhead. After almost 30 years at our original office location we are excited to start the next 30 years of our history in our new office home! We look forward to welcoming you to our offices and sharing our story with you.