ATLANTA – Investment News Magazine has ranked Homrich Berg as one of the top 50 registered investment advisors based on assets under management in the United States.  Homrich Berg is also ranked one of the top 10 fastest growing RIAs in the past year based on percentage growth in assets.  At the end of 2013, the firm had more than $3.3 billion in assets under management.  The survey results appear in the magazine’s June 1 issue of the RIA Rundown.

ATLANTA – Andy Berg, CEO attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 – 21 in Phoenix, AZ.

75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance.  This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. 

This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning. 

“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”

Andy Berg was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.  Associated participating firms included: Advisor Group,Ameriprise Financial Services, Charles Schwab, Commonwealth, Fidelity Investments, Interactive Brokers, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional, and Wells Fargo Financial Network.

For more information about Barron’s conferences, please go to http://conferences.barrons.com.

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 a team within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds.  She also chairs the firm’s Investment Committee.

“Stephanie has done an outstanding job leading our investment group,” said Andy Berg, HB’s CEO. “She has been instrumental in putting together HB’s robust investment offering which helps us differentiate ourselves from our peers.”

Stephanie has more than 16 years experience in the investment industry.  Prior to Homrich Berg, Stephanie spent more than two years as a portfolio manager for Bank of America’s private bank where she managed assets for individuals, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie spent approximately six years in equity research with Robinson Humphrey, where she covered technology and media companies.

During her career Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor and The Wall Street Journal.  Stephanie has also served on numerous panels at industry conferences.

Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute, Atlanta Society of Finance and Investment Professionals, and the Southern Capital Forum.

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 practice and also leads Marketing efforts for the firm.  He provides leadership for Investments in the areas of investment strategy and alternative investments, including writing economic and investments commentaries for the firm and speaking regularly about these topics including appearances on CNBC.

Bill joined Homrich Berg in 2009 as a Director after serving as CFO of the Terwilliger Family Office and as President/COO of the Atlanta Dream WNBA sports franchise.  Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management.  He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a successful strategy and marketing consulting firm based in Atlanta that eventually became TopRight.

An active member of the community, Bill serves on the Board of Directors for the Piedmont Park Conservancy, Board of Directors for the Ansley Park Civic Association, and the Board of Advisors for the Metro Atlanta Chamber of Commerce where he also serves on the Transportation Committee.

Bill was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008.  He received his M.B.A. with distinction from Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University.

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] Award™.  Charles Schwab, a leading provider of custodial, operational and trading support for over 7,000 independent investment advisory firms, announced the national winners of its eighth annual IMPACT Awards® this morning – an awards program that recognizes advisors and firms that have advanced the industry.

Homrich Berg received the Best-in-Business IMPACT Award™ for its excellence in business management during the ceremony at Schwab’s IMPACT[reg-circle] 2013 conference in Washington, DC.  Founded in 1989, and now with more than $3 billion in assets under management, the firm is known for its personalized brand of small-firm service coupled with big-firm resources and expertise. Combining comprehensive financial planning and investment management to serve as the financial team leader for its clients, Homrich Berg delivers individualized advice to more than 900 high-net-worth families and not-for-profits across the country.

“We were founded on a fundamental commitment to fiducairy full service wealth management, and we have stayed true to that mission as we have grown over the past 24 years, said Homrich Berg co-founder and CEO Andy Berg.  “Our focus on innovation and excellence is ultimately driven by our desire to provide the best possible service to our clients, and our client focus drives everything we do.  We are thrilled to receive this honor and look forward to continuing to grow and innovate to meet our clients’ needs.”

Key components of Homrich Berg’s overall strategy include a strong commitment to a growth oriented strategic plan, investing in a team with diverse expertise to provide first class high-touch client service, investing in a full time investments team to research and monitor private and public investments, and using technology innovations to improve the client experience and the firm’s efficiency.

“We commend Homrich Berg on its Best-in-Business IMPACT Award for 2013,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “The firm exemplifies in spirit and in practice a standard that all RIAs can benefit from.”

Schwab made a significant donation to the American Diabetes Association on behalf of Homrich Berg.

Homrich Berg and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”).  Schwab does not prepare, verify or endorse information distributed by Homrich Berg.  The Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards[reg-circle] program, is not an endorsement, testimonial endorsement, recommendation or referral to Homrich Berg with respect to its investment advisory and other services.

About the IMPACT Awards[reg-circle]

Independent registered investment advisors have fundamentally changed the financial services landscape by providing independent investment advice to high-net-worth investors. Established by Schwab in 2006, the IMPACT Awards recognize these contributions by honoring advisors and firms that have advanced the industry through their exemplary business practices.

The Best-in-Business IMPACT Award™ goes to an independent investment advisory firm that has been in business for at least 10 years and has a track record of growth and excellence, as well as best-in-class technology solutions that have helped expand market reach, responsiveness and operational efficiencies. The Pacesetter IMPACT Award™ pays tribute to a firm in business 10 years or less that has shown initiative, growth and promise, as well as a focused use of technology to extend its reach. The Trailblazer IMPACT Award™ recognizes an independent advisory firm that is setting new forges new ground in the RIA space by combining entrepreneurial spirit with a drive to advance the industry’s interests as a whole.

In addition to the IMPACT Awards, Schwab engages in a wide range of efforts to support and advance the independent advisory industry. Activities include donations to non-profit organizations and universities, as well as providing a voice in Washington, D.C., on regulatory and public affairs issues that matter to RIAs. Schwab Advisor Services also is the driver behind RIAStandsForYou.com, a multi-media advertising campaign supporting independent RIAs with the goal of increasing awareness of the independent advisory model among high net-worth investors.

For more information on the IMPACT Awards program, visit http://impact.schwab.com/awards/about.html.

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 of the nation’s Top 100 Independent Financial Advisors by Barron’s for the sixth consecutive year.  Mr. Berg is the only full service wealth management advisor in Georgia recognized on the annual list, released in the publication’s most recent issue.

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm which celebrates its 24^th anniversary in 2013.  Andy is currently a member of The Financial Planning Association, The National Association of Personal Financial Advisors, 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 Corporate Advisory Board for the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Atlanta Opera, the Buckhead Coalition, and Chairman for the American Diabetes Association.  He graduated cum laude with a BS in Management Accounting from Purdue University.

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 growth of the firm has come from continued client and advisor referrals, the expansion of the Homrich Berg Family Office division, and the continued awareness of the importance of choosing an experienced independent advisor for investment management and financial planning.

“My partners and I are proud to achieve this significant milestone,” said Andy Berg, Chief Executive Officer of Homrich Berg.  “It is a testament to the client service that our staff provides every day.  I have always believed in the fee-only independent fiduciary standard for advisors, and our growth has been a validation of that approach.”

In addition to the traditional referrals from clients and advisors, many new clients have come from large banks or investment firms who do not always provide a truly independent source of advice.  The firm maintains a full time investments team and utilizes alternative investments to help clients achieve their goals. Homrich Berg has also added new clients who experienced recent liquidity events with their companies and sought a comprehensive solution for both investments and financial planning.  High net worth families who want the complex services and investments of a family office without the headaches and costs of operating one have sought out Homrich Berg Family Office.

Homrich Berg is one of the fifty largest independent advisory firms in the country according to Investments News, and has been serving clients for almost twenty-five years.

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 advisors in the United States.  At the end of 2012, the firm had more than $2.5 billion in assets under management.  The survey results appear in the magazine’s  July 2013 issue.

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 LVL Financial, has joined Homrich Berg.

LVL founder Lee Van Leuvan, CERTIFIED FINANCIAL PLANNER ™, has a 30 year history of serving clients in the Atlanta area and plans to continue providing financial planning to her clients for many more years at HB.  HB will open another Atlanta area office in the Northcreek office park where LVL Financial is currently located.

Andy Berg, CEO and founder of Homrich Berg said, “Homrich Berg is tremendously fortunate to be joining forces with Lee.  She has done an outstanding job of building a firm full of loyal clients.  Her commitment to client service aligns perfectly with us.”

Mrs. Van Leuvan added, “I have been excited about the response of my clients to the new wide range of services available to them, including consolidated online reporting and a myriad of investments that Homrich Berg offers its clients.  This is a real win-win for our clients and I am thrilled to be joining this outstanding firm.”

Mrs. Van Leuvan expects to bring approximately $350 million of assets under management to Homrich Berg.  Upon completion of the transition, Homrich Berg’s assets under management are expected to eclipse the $3 billion mark.