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

01/11/2019   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…

Welcome Compass Financial Consulting!

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…

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

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…

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

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…

Homrich Berg Names James M. Ruff as Principal

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…

HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List

We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List. Check out our careers page to see just why HB is the best place to work!…

Atlanta Business Chronicle has named us as one of the 2023 Best Places to work in Atlanta!

We’re proud to be recognized as a business that appreciates our employees and their contributions for the fourth year. Take a look here for the lists and methodology Quantum Workplace…

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

  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…

Estate Planning; A New Year’s Reminder Of Where We Are, Where We Are Going, And What To Consider

It seems like it was just yesterday that the 2017 Tax Cuts and Jobs Act was passed, aiming to usher in relief for middle-income Americans. Some of the act’s changes…

Congratulations Robin Aiken for ranking #32 out of 99 for Georgia – Atlanta

We would like to congratulate Robin Aiken for being ranked #32 out of #99 in Forbes 2024 Best-In-State Wealth Advisors list for the Georgia – Atlanta (High Net Worth) category! Click here…

Congratulations Chris Kowal for ranking #15 out of 99 for Georgia – Atlanta

We would like to congratulate Chris Kowal for being ranked #15 out of #99 in Forbes 2024 Best-In-State Wealth Advisors list for the Georgia – Atlanta (High Net Worth) category! Click here…

Overview Of The New Corporate Transparency Act Reporting Rule

The Corporate Transparency Act (CTA) was passed in 2021 and created a new ownership information reporting requirement making it harder for business owners to conceal their identity for illicit purposes….