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.

Wealth management firm Homrich Berg has signed a 26,126-square-foot lease to move its headquarters to Three Alliance Center, located in Atlanta’s Buckhead submarket. Andy Ghertner and Carla Williams of Cushman & Wakefield represented the tenant in the transaction, and the landlord, Tishman Speyer, was self-represented by Chris Ahrenkiel.

“We’re looking forward to moving our Buckhead office to Three Alliance Center after over 25 years in our current location,” said Andy Berg, CEO of Homrich Berg. “As we continue to grow Homrich Berg, we felt it was important to locate our main office on the Georgia 400 corridor, centrally located for both clients and employees. MARTA rail access was also important as we look to the future and continue to seek the best talent to serve our clients. Our clients will appreciate the easy access to our office, and we will design our new office to align with our core values of teamwork and service.”

Three Alliance Center is supremely located at the intersection of Georgia 400 and Lenox Road at 3550 Lenox Road, adjacent to the Buckhead MARTA station. The 30-story, 494,904-square-foot building features Atlanta’s first faceted glass curtain wall system and 360-degree floor-to-ceiling windows.

“It was clear to us early on in the process that Homrich Berg was focused on trying to figure out what option would provide the best client experience,” Ghertner said. “They had two options: to stay in Buckhead Plaza where the landlord was aggressively trying to retain them, or move to Three Alliance Center, a new building and a blank slate to design a brand new office. An interesting corollary is that with the current rent spike in Buckhead, there was little economic advantage between renewing in their existing location versus moving to a new building.”

Three Alliance opened in late 2016 and represents the final phase of the Alliance Center office complex. Amenities include an on-site fitness center, conference center, 24-hour security, covered parking and the latest in technology.

 

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 of the standout leaders in the financial services industry.

“I’ve had the privilege to watch and learn from Andy for almost 20 years.  He’s grown Homrich Berg exponentially over that time without ever losing appreciation of the people supporting him and the primary focus of serving our clients,” said HB Principal and CFO Tony Guinta. “Our firm appreciates this unique combination of traits in a CEO and we are proud that he is being recognized for his success.  He truly cares about the Homrich Berg family and clients – and it shows.”

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 Rotary Club of Atlanta.

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.

Homrich Berg is pleased to announce it has been named to the 2017 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 fourth 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 FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

Homrich Berg (“HB”) proudly announces the appointment of Ross Bramwell, CFA, CPA, Christopher Kowal, CFP^®, Benjamin Riddick, CFP^® and John Taylor, CFP^® as Principals at the firm.  “All four of our new shareholders have been instrumental in HB’s success and have consistently exhibited dedication to our clients,” said HB’s CEO, Andy Berg.  “My partners and I are proud to welcome them as the newest owners of HB.”

Ross Bramwell, CFA, CPA joined Homrich Berg in 2013. He has more than 12 years experience across the accounting, financial services, and investment industries. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments including real estate, hedge funds, managed futures, and private equity. He also served as a member of Heartland Advisors RIA Advisory Council for three years. Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University.

Christopher Kowal, CFP^® joined Homrich Berg in November of 2006.  He attended Wake Forest University, graduating with a bachelor’s degree in business and a minor in international studies.  He completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2008 and is a CERTIFIED FINANCIAL PLANNER™ professional.  He is also a member of the Financial Planning Association and past Board Member of the Georgia chapter.

Benjamin Riddick, CFP^® joined Homrich Berg in May of 2005 after interning with the firm while in college. He earned a bachelor’s degree in management with high honors, including certificates in finance and accounting from Georgia Tech. He completed Boston University’s financial planning certification program in 2007 and is a CERTIFIED FINANCIAL PLANNER™ professional.

John Taylor, CFP^® joined Homrich Berg in 2007 after working at Greene Financial Center as a portfolio analyst.  He attended the University of Georgia, graduating with a bachelor’s degree in consumer economics with an emphasis in financial planning. In 2009, John became a CERTIFIED FINANCIAL PLANNER™ professional.  He is an active member of Operation HOPE and Junior Achievement, organizations dedicated to educating students on financial literacy.

Homrich Berg is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers as of June 2016. The list recognizes top independent RIA firms from across the U.S.

This is the third annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. RIA firms were considered based on their assets under management (AUM) and then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Todd Hall, CFP^® as a Director of the Atlanta Estate Planning Council.

Todd joined Homrich Berg in July 2015 and brings with him expertise in sophisticated estate, charitable, and insurance planning strategies. Todd began his career in 2002 as a financial planner in Boston, and in 2006 he accepted a position in Atlanta with Ayco, a Goldman Sachs firm that specializes in comprehensive financial planning for corporate executives and high net worth families. After two years at Ayco, Todd spent six years at a boutique firm in Atlanta specializing in integrated, multigenerational wealth planning for families of significant wealth and owners of highly successful privately held businesses.

Todd earned a Bachelor of Science in Business Administration degree from Bucknell 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 $4 billion for over 1400 family relationships nationwide.  For more information, please visit www.homrichberg.com.

About Atlanta Estate Planning Council

The Atlanta Estate Planning Council, Inc, was organized in 1947 to provide education and fellowship for the members of professional disciplines (CLUs, Trust Officers, Attorneys, CPAs) and now for CFPs, Probate Judges and Academics who devote a substantial portion of their time to estate planning or trust activities.

Wealth Management Magazine has ranked Homrich Berg as one of the 2016 top 10 high-net-worth advisors based on assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients and none of these firms are owned by a bank, broker/dealer or investment company.

Top 10 High-Net-Worth Advisors

Homrich Berg (“HB”) is proud to announce the appointment of Robin S. Aiken, CFP^®, as Principal for the firm. “Robin has consistently exhibited dedication to HB and her clients,” said HB’s CEO, Andy Berg.  “My partners and I are proud to welcome her as the newest owner of HB.”

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 currently serves on the Board of Directors of Park Pride, a nonprofit organization that works with communities all over Atlanta to improve their parks.  In 2013, Robin became a sustaining member of the Junior League of Atlanta after spending several years volunteering to help the League raise money and/or improve the services offered by numerous local community organizations.  She has also previously served on the Board of Directors for the Ansley Park Civic Association and served as a coach for Girls on the Run.