Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.

January 6, 2022
Palm trees sway under a bright blue sky, with sunlight streaming through the leaves. Fluffy white clouds are scattered across the backdrop, creating a serene tropical atmosphere.

As many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. Read more about this trend and our very own President Thomas Carroll’s take via Barron’s.

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.

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