Investing In Hiring And Developing Experts In Financial Planning And Investments To Provide You With The Best Possible Advice
If you look at many other financial advisor websites you may notice that some firms have many partners or advisors who do NOT have the CFP® and/or CFA® certifications. Homrich Berg believes strongly in the value of these two professional certifications and requires that our new client service advisors have or pursue one or both of the certifications. We also have advisors who have chosen to go beyond and pursue additional certifications in divorce, ultra high net worth wealth management, charitable planning, estate planning, or other important topics. As a firm founded by CPAs it is not surprising that many of our advisors also happen to be active or former CPAs as well even though they are not preparing tax returns at HB.