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Homrich Berg Crosses $6 Billion AUM Mark And Will Add Sandy Springs Office Via Planned Merger With Cedar Rowe Partners

  ATLANTA – November 20, 2019 – Homrich Berg is pleased to announce that Cedar Rowe Partners has signed an agreement to join Homrich Berg, giving HB a Sandy Springs…

International Equities: Diversification and Its Discontents

HB’s Ford Donohue contributed an article on International Equities: Diversification and Its Discontents to the CFA Enterprising Investor Blog. Click here to read the article….

Tips To Help Reduce The Stress And Financial Drain Of The Holidays

By: Tana Gildea 11/26/2019 The holidays can be stressful for any number of reasons, not least of which is the expense of special meals, gifts, and parties. To help reduce…

Common Estate Planning Mistakes We See At HB

By: Bill Bolen 12/03/2019 Common Estate Planning Mistakes We See At HB Estate planning is complicated. There are a lot of moving parts to organizing your finances and determine where…

Stephanie Lang Featured In Citywire RIA

HB’s very own CIO Stephanie Lang was recently featured on the cover of Citywire RIA magazine. Stephanie touched on her career over the years, HB’s investment philosophy and on having…

A List Of Your Priorities For A Meaningful Financial New Years Resolution

By Tricia Mulcare December 17, 2019 Year-end is a busy time as clients want to meet to wrap up the year. While many are interested in discussing how their portfolio…

Did I hear a (52)9er?

By: Dave Kochamba 04/29/2020 This past weekend while social distancing at home I was looking for a comedy to watch. While searching I found Tommy Boy, one of my favorite…

Authority Magazine interviews CIO Stephanie Lang for their Female Leaders of Finance series

Authority Magazine interviews CIO Stephanie Lang as part of a series on strong female finance leaders. Read the full Q&A here!…

Robin Aiken

Robin Aiken, CFP® Named As 2020 Forbes Top Women Wealth Advisor

Congratulations to Robin Aiken, CFP® for being honored as one of the Forbes Top Women Wealth Advisors for 2020. Read full article here….

How Can I Help Those Impacted By COVID-19?

By: Kelsey Stone 04/20/20 As the world watches the health and economic impact of COVID-19, many are wondering what they can do to help. While there are many ways to…

Important HB Financial Planning Updates

By Todd Hall Updated on 04/02/2020 The reaction to the spread of the Coronavirus in the market and the economy has been both swift and significant. In response to this,…

Tips for Families Staying At Home During The Virus Shutdown

By: Todd Hall 03/24/2020   During this time of uncertainty, social distancing, and strange work environments, Homrich Berg would like to share some helpful resources with you and your loved…