Homrich Berg Welcomes Philip H. Clinkscales III As Director


ATLANTA – February 8, 2019 – Homrich Berg is pleased to announce the appointment of Philip H. Clinkscales III, CPA, CFA, CAIA, CGMA, CFP®, PFS as a new director for the firm. “Philip has extensive financial planning expertise and will be an invaluable asset to HB,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome him to HB.”

Philip received dual bachelor degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia and holds a master’s in Public Accountancy from Georgia State University. He joins Homrich Berg after co-founding an independent financial planning firm in 2013 where he served his clients in the areas of individual tax, estate, investment, and retirement planning. Prior experience also includes 11 years in wealth management with PPA Investments, Inc., and serving as an Executive Director at SoundRiver Advisors. Philip is actively involved in the Georgia golf community serving as Secretary-Treasurer and Member of the Executive Committee of the Georgia State Golf Association. He is also a Trustee and Scholarship Committee Chairman of the affiliated GSGA Foundation, an organization that provides educational opportunities through the Yates & Moncrief scholarship program.

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.