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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.

HB top ranked on list of RIA Firms Ranked by Asset Growth

May 19, 2013 by Homrich Berg

HB was ranked near the top of Financial Advisor magazine’s list of RIA Firms Ranked by Asset Growth in the $1 billion and over category in 2011, 2012, and 2013.

Filed Under: HB In The News Tagged With: Awards

Homrich Berg Appoints Robin Aiken as Director

March 13, 2013 by Homrich Berg

Homrich Berg Appoints Robin Aiken as Director

ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Robin S. Aiken, CFP[reg-circle], as Director for the firm.

Robin joined Homrich Berg in 2005 after working with an independent financial planning firm for eight years.  She has over fifteen years of wealth management experience focused on investment planning, retirement planning, cash flow analysis and income tax planning.  Robin holds a Bachelor of Arts degree from the University of the South, Sewanee.

Filed Under: HB In The News Tagged With: Press Releases

HB Appoints Thomas J. Houle as Director of Business Development

March 8, 2013 by Homrich Berg

Tom Houle Appointed as Director of Business Development

ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Tom Houle as Director of Business Development.  In this role, Tom will oversee new client acquisition as well as contributing to the marketing and client service efforts for the firm.

Tom has over 16 years experience advising and assisting high net worth families with the investment of their financial assets.  Most recently, Tom was the President of WinCup Plastics, which acquired Cardinal Unijax, LLC, where he was the founder and CEO.  Before founding Cardinal in 2006, Tom served as Managing Director and Regional Manager of Private Wealth Management at Goldman Sachs in Atlanta, Georgia.  He joined Goldman Sachs in Dallas in 1990 to advise individuals and corporations, with a focus on asset diversification and equity investments.  Subsequently, Tom became the Regional Manager of the Dallas office.

“I am excited to join the team at Homrich Berg.  I have been impressed with the firm’s holistic approach to serving clients for many years, and look forward to leveraging their extensive resources to help them continue to grow.” says Houle.

“My partners and I are excited to welcome Tom to Homrich Berg.  He has all the qualities we were looking for in this key role.” said Andy Berg, Chief Executive Officer of Homrich Berg.

Tom received his M.B.A. in Finance from the University of Texas at Austin and his Bachelor’s degree from The University of Notre Dame.

Filed Under: HB In The News Tagged With: Press Releases

Andy Berg named to the Top 100 Independent Financial Advisor list

January 8, 2013 by Homrich Berg

HB co-founder and CEO Andy Berg was named to the Top 100 Independent Financial Advisor list by Barron’s in 2008, and has been on the list ever since. He is the only local full service wealth management advisor on the list.

Filed Under: HB In The News Tagged With: Awards

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

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Palm Beach
Tampa

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TENNESSEE

Nashville

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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

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