HB ranked #1 of Atlanta’s Top 10 NAPFA Fee-Only Investment Advisors
HB has been ranked #1 in Atlanta Business Chronicle’s list of Atlanta’s Top 10 NAPFA Fee-Only Investment Advisors since 2009. HB has also been ranked in the top 10 in…
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Homrich Berg Named to 2019 FA Magazine’s Top 50 Registered Investment Advisors
Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Advisor’s Top 50 Registered Investment Advisors. The list recognizes top independent RIA firms…
Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate
$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private investment offerings. ATLANTA —April 21, 2022 — In response to continued client demand for private…
Director Mike Landsberg Spoke With MONEY On Five Of The Biggest Tax-Saving Strategies
HB Director Mike Landsberg spoke with MONEY on five of the biggest tax-saving strategies you can still do before the end of the year. Click here to read the article….
Principal Tana Gildea Spoke With WSBTV About Smart Holiday Shopping
HB Principal Tana Gildea, CFP®, CPA, CCFS spoke with WSBTV about taking a new, thoughtful, and budget friendly approach to gift giving this year. Click here to watch. …
Andy Berg Named to Barron’s Hall of Fame
Congratulations to Andy Berg for being apart of Barron’s Hall of Fame for Financial Advisors. This is an award honoring a group of advisors who exemplify long-term success and commitment…
Homrich Berg Welcomes Evan Byers As Senior Associate
ATLANTA – August 12, 2019- Homrich Berg is pleased to announce the appointment of Evan Byers, CFA, CFP®, CAIA as a new senior associate for the firm. “Evan has extensive…
Andy Berg Named Finalist For National RIA CEO Of The Year Award
ATLANTA –August 8, 2019- Homrich Berg is proud to announce that CEO Andy Berg is one of nine finalists nationwide for the WealthManagement.com Industry Awards in the category RIA CEO…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Invesment Advisers
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…
Summer Interns Are Settling In. How to Make Them Winners.
As companies welcome their new intern class, understanding the role they play in their professional development is paramount. President Thomas Carroll connects with Cheryl Winokur Munk at Barron’s to discuss…
HB Invests in UGA Charles Schwab Financial Planning Center
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…
Homrich Berg Welcomes Philip H. Clinkscales III As Director
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…