Lee Van Leuvan Joins Homrich Berg
Lee Van Leuvan Joins Homrich Berg ATLANTA – Homrich Berg, a leading national independent wealth management firm based in Atlanta, is pleased to announce that Lee Van Leuvan, President of…
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HB Principal Tricia Mulcare Talks One-Time TSP Transfer/Withdrawal in NCBJ Conference News
Tricia Mulcare was recently featured in the quarterly publication of the National Conference of Bankruptcy Judges winter 2015 newsletter. Read more in this article – Tricia Mulcare Talks One-Time TSP…
Homrich Berg Wins National Award
Homrich Berg Wins Best-in-Business IMPACT Award™ ATLANTA – Homrich Berg, Atlanta’s largest fee-only wealth management firm, has been named the recipient of the Charles Schwab & Co., Inc. Best-in-Business IMPACT[reg-circle]…
HB top ranked on list of RIA Firms Ranked by Asset Growth
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….
Homrich Berg Appoints Bill Bolen Principal
ATLANTA – Homrich Berg is proud to announce the appointment of William H. Bolen, Jr., CFA, as Principal for the firm. Bill is a leader in the firm’s Family Office…
Homrich Berg Appoints Stephanie Lang Chief Investment Officer
ATLANTA – Homrich Berg (“HB”) is proud to announce the appointment of Stephanie Lang, CFA as Chief Investment Officer for the firm. Stephanie joined Homrich Berg in 2005. She oversees…
Homrich Berg Ranked as Top RIA in the U.S
Homrich Berg Ranked as One of the Top 75 RIAs in the U.S ATLANTA – Financial Advisor magazine has ranked Homrich Berg as one of the top 75 registered investment…
Homrich Berg Assets Under Management Rise Over $3 Billion Mark
Homrich Berg Assets Under Management Rise Over $3 Billion ATLANTA – Homrich Berg has continued its tradition of growth by passing the $3 billion mark for assets under management. The…
Andy Berg Named Top 100 Independent Financial Advisor By Barron’s Magazine
Andy Berg Named One of the Nations’s Top Independent Financial Advisors for Sixth Consecutive Year ATLANTA – Homrich Berg is proud to announce that CEO Andy Berg was named one…
Homrich Berg Appoints New Principals
ATLANTA – Homrich Berg (“HB”) announces the appointment of Stephanie Lang, CFA, Wayne Moss, CFP®, Tricia Mulcare, CPA, CFP®, Paul Ribes, CPA, and Frank Waterson, CFP® as Principals at the…
Homrich Berg’s Assets Under Management Rise Over $4 Billion Mark
ATLANTA – Homrich Berg has continued its consistent growth by passing the $4 billion mark for assets under management. The growth of the firm has largely come from continued client…
Andy Berg Named One of Atlanta’s Most Admired CEOs by Atlanta Business Chronicle
Homrich Berg is proud to announce that CEO Andy Berg was named one of Atlanta’s Most Admired CEOs by the Atlanta Business Chronicle. He will be honored as one…