HB Director Mike Landsberg was quoted in Bankrate.com’s article about how to roll over your 401(k).
HB Among Top 50 Largest RIAs
HB among Top 50 largest RIAs in USA – 2018 Financial Advisor list is out!
HB in Financial Times Top 300 US Registered Investment Advisers!
We are proud to announce that we made Financial Times’ Top 300 US registered investment advisers for 2018!
Ben Riddick in Financial Times Magazine
HB Principal Benjamin L. Riddick was featured in a recent Financial Times/Financial Advisor IQ article about special designations in the world of wealth management!
Mike Landsberg Wins the Personal Financial Planning Standing Ovation
The American Institute of CPAs (AICPA) honored HB Director Mike Landsberg with the Personal Financial Planning (PFP) Standing Ovation for his contributions to personal financial planning!
HB Books and Supplies
HB finds a charitable home for books and supplies during our move to our new office!
2018 Summer Interns
Homrich Berg welcomes its 2018 Summer Intern Class. For many years HB has mentored college students who want to have hands on experience in financial planning. We are excited to have this great group join us this summer!
Andy Berg Interview with FP Magazine
When major industry news happened, Financial Planning Magazine reached out to our CEO Andy Berg for his reaction to the merger.
HB Volunteer Day
We had a blast spending the fourth annual HB Day volunteering at JA of Georgia’s Chick-Fil-A Foundation Discovery Center. Through realistic exercises, like maintaining a budget and learning to operate a business, we were able to teach a group of middle schoolers critical financial literacy skills!
Andy Berg Interview with Financial Planning Magazine
Our CEO, Andy Berg, recently sat down with Financial Planning Magazine to discuss clients and politics.
HB Cover Story in Financial Planning Magazine
We have been featured in Financial Planning Magazine’s cover story article about the great things we do to make HB a fun and rewarding place to work!
Read the full article here
ASFIP Foundation’s Market Insights Event
Recently our CIO Stephanie Spinner Lang spoke alongside two other finance and investment professionals at ASFIP Foundation’s Market Insights 2018 event, during which she touched upon topics ranging from cryptocurrencies to tax reform.
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