Nicole Julien

Homrich Berg Named to 2019 Financial Times 300 Top Registered Invesment Advisers

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June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300. The final list includes advisers from 37 U.S. states.

The final FT 300 represents an impressive cohort of established RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states.

This information reflects Homrich Berg’s views, opinions and analyses as of 07/02/2019 unless otherwise indicated, with no obligation to update. The information is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any investment product. The information does not represent legal, tax, accounting or investment advice; recipients should consult their respective advisors regarding such matters. Rankings are not necessarily indicative of future performance.

 

Nicole Julien

HB Invests in UGA Charles Schwab Financial Planning Center

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ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of the Charles Schwab Financial Planning Center at the University of Georgia (UGA). The newly renovated building includes three client interview rooms, a state-of-the-art observation lab for students to conduct and record financial planning and tax filing sessions in, and additional office space for faculty and graduate students. This investment dramatically expands the space available for UGA’s financial planning program and will help students enhance their financial counseling skills.

“Homrich Berg knows the importance of hiring and developing experts in financial planning and investments to provide clients with the best possible advice,” said Andy Berg, co-founder and CEO. “My partners and I are thrilled to be able to invest in the next generation of advisors at UGA’s top ranked financial program.”

In February 1918, the UGA Division of Home Economics, later to become the College of Family and Consumer Sciences (FACS), was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and dissemination of knowledge, education of professionals, and provision of research-based programs.

“I could not be prouder of our faculty,” FACS Dean Linda Kirk Fox said. “They have remained steadfast in their commitment to creating a better world through financial literacy, service to community and sending out highly-skilled professionals for a growing industry. This collaboration with Schwab and our partner firms only strengthens that commitment.”

Nicole Julien

Homrich Berg Welcomes Philip H. Clinkscales III As Director

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ATLANTA – February 8, 2019 – Homrich Berg is pleased to announce the appointment of Philip H. Clinkscales III, CPA, CFA, CAIA, CGMA, CFP®, PFS as a new director for the firm. “Philip has extensive financial planning expertise and will be an invaluable asset to HB,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome him to HB.”

Philip received dual bachelor degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia and holds a master’s in Public Accountancy from Georgia State University. He joins Homrich Berg after co-founding an independent financial planning firm in 2013 where he served his clients in the areas of individual tax, estate, investment, and retirement planning. Prior experience also includes 11 years in wealth management with PPA Investments, Inc., and serving as an Executive Director at SoundRiver Advisors. Philip is actively involved in the Georgia golf community serving as Secretary-Treasurer and Member of the Executive Committee of the Georgia State Golf Association. He is also a Trustee and Scholarship Committee Chairman of the affiliated GSGA Foundation, an organization that provides educational opportunities through the Yates & Moncrief scholarship program.

Nicole Julien

Homrich Berg Names Patrick J. McGonigle and Stephen B. Sullivan As New Principals

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01/11/2019

Patrick-McGonigle                   Steve Sullivan

 

ATLANTA – January 11, 2019 – Homrich Berg is pleased to announce the appointment of Patrick J. McGonigle, CFP® and Stephen B. Sullivan as new Principals for the firm. “Patrick and Steve have consistently exhibited dedication to HB and their clients,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome them as the newest owners of HB.”

Patrick has been with Homrich Berg since 2014, and holds a bachelor’s degree in financial planning from Virginia Polytechnic Institute and State University and a master of science in personal financial planning from the College for Financial Planning. Patrick has volunteered with the CFP board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.

Steve has been with Homrich Berg since 2016 and is responsible for implementing growth strategies including channel and business development. Steve received his bachelor’s degree in Economics from Clemson University and his MBA with a concentration in Finance from Georgia State University. Steve is a supporter of many philanthropic efforts in the Atlanta area. He currently serves on the board of Systems Alliance, Inc. and is a former board member of Big Brothers Big Sisters of Atlanta.

m16Dev

Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year

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Andy-Berg

ATLANTA – September 18, 2018 – Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the eleventh consecutive year. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The full list is available at https://www.barrons.com/articles/top-independent-financial-advisors-1536974606.

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm. Andy is currently a member of the Financial Planning Association, the Georgia Planned Giving Council, the Atlanta Estate Planning Council, and the Atlanta Rotary.

Andy also serves on the board of directors for the Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the board of the Atlanta Police Foundation, the Corporate Advisory Board for the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Atlanta Opera, the Buckhead Coalition, and the American Diabetes Association. He graduated cum laude with a BS in Management Accounting from Purdue University.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $5 billion for over 1500 family relationships nationwide. For more information, please visit www.HomrichBerg.com.

NJulien

Homrich Berg Principal John Taylor Named Honoree of University of Georgia FACS 100

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ATLANTA – 2/23/2018 – Homrich Berg (HB) is proud to announce that Principal John H. Taylor, CFP®, has been named as one of the University of Georgia (UGA) College of Family and Consumer Sciences FACS 100 Centennial Honorees, honoring 100 influential individuals who positively shaped the college from its origins to present day. John received an undergraduate degree in financial planning from UGA inside the College of Family and Consumer Sciences and has remained active in the school since his graduation. He supports the UGA financial planning program through a variety of capacities including campus lectures, Microsoft Excel labs, and the alumni advisory board.

“Homrich Berg has a strong culture of financial literacy. John’s commitment to research and advancing student opportunities in financial planning is something that we’re all very proud of here at HB,” said Andy Berg, co-founder and CEO.

In February 1918, the UGA Division of Home Economics, later to become the College of Family and Consumer Sciences, was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and dissemination of knowledge, education of professionals, and provision of research-based programs.

“As we stand on the brink of celebrating 100 years of family and consumer sciences at the University of Georgia, we’re excited to announce the names of these individuals who help us celebrate and honor our history and unique contributions to the history of UGA,” said FACS Dean Linda Kirk Fox. “I am proud to join with others in recognizing these individuals who have embraced and influenced the ideals to which our college aspires, including student-centered education, research to improve the human condition, generosity and a spirit of public service. All of the Centennial Honorees and the members of the Honor Hall of Recognition are to be applauded for their contributions to our success.”

About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $5 billion for over 1600 family relationships nationwide. For more information, please visit www.homrichberg.com

NJulien

Homrich Berg Names James M. Ruff as Principal

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ATLANTA – 1/8/2018 – Homrich Berg (HB) is pleased to announce the appointment of James (Jaime) M. Ruff, CFP®, as the newest Principal for the firm. “Jaime has consistently exhibited dedication to HB and his clients,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome him as the newest owner of HB.”

Jaime has been with Homrich Berg for over eighteen years, and holds a bachelor’s degree in finance from Georgia State University. His primary specialty is retirement planning. Jaime is an active member of the National Association of Personal Financial Advisors (NAPFA), and is a past leader of its Atlanta Study Group. He’s also a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution.

Nicole Julien

Welcome Compass Financial Consulting!

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We are pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and a great addition of talent and clients!

Please feel free to contact your HB team member if you have any questions or comments about this news.

NJulien

Homrich Berg Crosses $5 Billion AUM Mark And Adds Cobb County Office Via Merger With Compass Financial Consulting

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ATLANTA – 1/02/2018 – Homrich Berg is pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and a great addition of talent and clients. Under the terms of the agreement, three new principals (Kevin Kraus, John Bochniak, and Tana Gildea) and two client service professionals will join Homrich Berg.

This event is part of the continuing growth story at HB, which will now have twenty-one principals and four offices in metro Atlanta.  Recent firm growth has resulted in Homrich Berg now managing assets of over $5 billion for clients in 40 states. HB continues to build a regional presence, with the scale and expertise of a large firm combined with the high touch client service of a boutique firm.

“We are excited to have such a quality firm join HB,” stated Andy Berg, co-founder and chief executive officer of Homrich Berg. “We feel comfortable knowing that we share common core values with a clear focus on serving our clients. We are highly confident that this merger will be beneficial to all clients and employees.”

“Homrich Berg has a reputation as a leading firm in the Southeast, and we felt this was the best fit for our team to allow us to continue to grow while serving our clients,” said Kevin Kraus. “Through this partnership, we look forward to leveraging the expertise and strength of Homrich Berg to offer our clients enhanced services while continuing to help guide them to their financial goals.”

 

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Andy Berg Named Top 100 Independent Financial Advisor by Barron’s Magazine for 10th Consecutive Year

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Andrew Berg

 

Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the tenth consecutive year.  The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The full list is available at http://www.barrons.com/report/top-financial-advisors/independent/2017.

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm. Andy is currently a member of the Financial Planning Association, the Georgia Planned Giving Council, the Atlanta Estate Planning Council, and the Atlanta Rotary.

Andy also serves on the board of directors for the Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Corporate Advisory Board for the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Atlanta Opera, the Buckhead Coalition, and the American Diabetes Association.  He graduated cum laude with a BS in Management Accounting from Purdue University.