Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • History
    • Profile
    • Mission / Values
    • Clients
    • Diversity
    • Community
    • Awards
    • Locations
  • Meet The Team
    • Principals / Directors
    • Associates
    • Investments
    • Client Care/Operations/HR
  • Our Services
        • Service Levels and Costs
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • Client Experience
    • Fiduciary Fee-Only Financial Advisors
    • Financial Team Leader
    • Online Reporting
    • Interactive Planning
    • Team Approach
    • Deep Expertise
    • Client Stories
  • Resources
    • How To Select An Advisor
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Tana Gildea

  • Home
  • / Insights and News
A smiling woman in a blue blazer stands beside text titled Financial Spring Cleaning: Tidy Up and Take Control, with a checklist for organizing finances on a solid red background.
April 16, 2025

Financial Spring Cleaning: Tidy Up and Take Control

A blog advertisement titled Why Comparing Yourself Financially Doesn’t Add Up by Tana Gildea. The text includes motivational quotes about financial journeys. A person is pictured in the bottom left corner. The background is maroon.
April 1, 2025

Why Comparing Yourself Financially Doesn’t Add Up

A blog announcement titled The New Year and Your Money Story by Tana Gildea. Features a portrait of a smiling woman on a burgundy background with a list of financial reflection points for the new year.
February 10, 2025

The New Year And Your Money Story

A family of four sits on a couch, gathered around a laptop. The mother points at the screen, while the father and two children, a boy and a girl, look on with interest. They appear engaged and focused on the laptop.
November 26, 2024

What You Focus On Expands

Slide titled “A Great Question Can Make All the Difference” Series. It features #6: Do I Have to Pay Income Taxes If I Sell My House? with a photo of a smiling woman. Below are her details: Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg.
October 10, 2024

“A Great Question Can Make All The Difference” Series – Do I Have To Pay Income Taxes If I Sell My House?

A sprinter launches off the starting blocks on a blue track in an empty stadium. The athlete is wearing a gray tank top, black shorts, and blue running shoes, captured in mid-stride with dramatic sunlight highlighting the scene.
August 27, 2024

Are You A Financial Olympian?

Image of a promotional banner featuring a professional woman smiling, with the text: A Great Question Can Make All the Difference Series #5 - How Do You Feel About Your Financial Situation? followed by her credentials and company logo, Homrich Berg.
August 2, 2024

“A Great Question Can Make All The Difference” Series – #5 How Do You Feel About Your Financial Situation?

A person wearing glasses and a red sweater is smiling and leaning on a stack of books in a library setting. Shelves filled with books can be seen in the background.
July 22, 2024

Your College Piggy Bank – The 529 Savings Account

A promotional image for the A Great Question Can Make All the Difference series, featuring Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg Wealth Management. The question posed is #4 - What Is Your Money Story?.
July 10, 2024

“A Great Question Can Make All The Difference” Series – #4 What Is Your Money Story?

A field of white daisies against a blue sky, with a hiker in the background holding trekking poles, blurred by depth of field.
May 14, 2024

Spring Towards Your Financial Goals

A woman wearing gloves and casual clothes is raking a pile of autumn leaves on a wooden deck in a garden. She holds a red rake and is surrounded by green plants. In the background, stacked chairs and a stone wall are visible.
April 24, 2024

Spring Is Sprung

Image of Tana Gildea, a principal at Homrich Berg Wealth Management, with text: A great question can make all the difference series #3 - What is my ideal financial story? Company logo and office building background included.
March 12, 2024

“A Great Question Can Make All The Difference” Series: #3 What Is My Ideal Financial Story?

  • 1
  • 2
  • 3
  • Next »

Want To Learn More About HB?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure