HB Invests in Risk Management Expertise
Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B […]
Author Archive for: khenderson
Entries by Kayte Henderson
Understanding Lifestyle Creep — and How to Avoid it
As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains […]
Understanding Lifestyle Creep — and How to Avoid it
As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains […]
Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.
As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. […]
Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.
As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. […]
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest […]
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest […]
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA — December 16, 2021 — […]
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA — December 16, 2021 — […]
What to Do When Your Married Clients Can’t Agree on Retirement Planning
Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key […]