Homrich Berg Assets Under Management Rise Over $3 Billion Mark

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 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.