Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles

Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA

ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey Flaum joins as Managing Director, Family Wealth Strategist and Isaac Bradley joins as Director of Financial Planning. The pair join as the $12 billion RIA continues to bolster its leadership team and enhances its already deep family wealth planning expertise. Flaum and Bradley share a similar background in complex tax and estate planning law, while Bradley also served clients as a wealth planner and accountant during his career.

“We’re excited to have Abbey and Isaac join the HB team,” said Thomas Carroll, president of Homrich Berg. “As we continue to grow, both will play an instrumental role in not only helping to serve clients directly but also providing resources to our advisor teams that will help them provide the HB standard of service to our clients.”

As Family Wealth Strategist at Homrich Berg, Flaum will focus on providing complex estate and tax planning advice for clients with taxable estate situations, while also serving as a central resource for all HB client service teams on estate planning issues. She has spent 16 years in private law practice in trusts and estates, most recently as a shareholder with Cohen Pollock Merlin Turner, and has been an active leader in the Atlanta community for many years.

“In my years of law practice, I was continually impressed by the thought, care, and personalized involvement that Homrich Berg advisors committed to the estate planning process for clients we shared,” Flaum said. “Like me, HB advisors worked to earn their clients’ trust, which is integral in the creation of any strong relationship. The opportunity to create the Family Wealth Strategist role at such a quality institution committed to deep client service was irresistible, and the fact that Homrich Berg placed significant value in creating this role demonstrates the firm’s commitment to holistically and meaningfully planning for its clients.”

As the Director of Financial Planning at Homrich Berg, Bradley will use his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, and charitable planning issues. He will be responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes. Bradley is joining HB from Wells Fargo where he served as a Senior Wealth Planner for five years.

Bradley echoed the sentiments of Flaum about Homrich Berg’s client-centric culture: “I’ve always shared HB’s client-first mindset. Having a technical background and being client-facing allows me to work with clients to educate and enhance their financial lives while also providing our advisor teams with resources to serve their clients well.”

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 $12 billion for more than 2,000 family relationships nationwide.

 

Contact:

Rodneya Ross
Gregory FCA for Homrich Berg
610-228-2093
rodneya@gregoryfca.com

Homrich Berg Acquires $1.5B RIA Oakbridge Partners

ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the firm is expanding its presence in metro Atlanta with the addition of Oakbridge Partners, a $1.5 billion RIA based in Buckhead. When the deal closes, the combined assets under management are expected to be over $13 billion, building on HB’s position as the largest fee-only fiduciary wealth management firm in Atlanta.  The deal is expected to close at the end of May.

Warren Wick II, CFP®, CPA, William Cohen, JD, LLM, Jennifer Storey, CFP®, Eric Toole, CFP®, and Brandon Downs, CFP® will join the firm as Principals along with the rest of the team from Oakbridge Partners. The team brings a combined 100+ years of wealth management experience, adding depth to Homrich Berg’s expertise across a wide range of planning and investments issues.

Oakbridge Partners was founded in 1974 and, like Homrich Berg, is one of the oldest fee-only fiduciary wealth management firms in the Southeast. The move to join HB came as the firm had identified the need for greater infrastructure and resources to serve its client base as it continued to grow rapidly. As the largest independent fee-only wealth management RIA in Atlanta, HB provides the internal resources, executive management, private investments, and technology platform to allow the Oakbridge advisors to focus on clients and offer them an enhanced client experience.

“For us, every firm that joins HB must be a cultural fit and hold a strong belief in serving clients the way that we do by putting planning first,” says Thomas Carroll, president at Homrich Berg, who worked with both Toole and Downs previously. “With aligned firm philosophies and talent, we feel confident that the new team will be a seamless extension of our firm as we expand our strong presence in Atlanta.”

“We hit a critical point in our growth and had to make an important decision to either add infrastructure – including management, investment solutions, and technology – or to partner with a firm with those capabilities,” says Oakbridge principal William Cohen. “We have great respect for what our friends down the road at HB have built, and are excited to join the firm and be part of the firm’s growth trajectory in the Southeast.”

The Oakbridge Partners advisors serve more than 480 households across 19 different states.  The advisor team includes a talented group of younger associates and client service operations leaders.  The team will remain in its current office near HB’s Buckhead office until Homrich Berg’s current office expansion project at Three Alliance Center is complete in 2023. The estimated $1.5 billion of AUM associated with Oakbridge Partners includes roughly $300 million of AUM associated with Oakbridge Partners subsidiary Antares Wealth Management.

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 $10 billion for more than 2,000 family relationships nationwide.

HB Invests in Risk Management Expertise

Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk management as we pass $10B in AUM and expand outside the Atlanta region via RIABiz

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION

This document is for information purposes only and does not constitute an offering of any product. Certain of the information herein is forward-looking in nature, such as forecasts, projections and other assessments of potential future outcomes. There is no assurance that the results contemplated by such statements will occur, or that actual results will not vary materially.