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Barron's Top 100 RIA Firms 2022

Our Services

Our Services

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Homrich Berg is an SEC Registered Independent Advisor Serving Clients Across the Country

We believe in comprehensive wealth management involving both financial planning and investment management. For specific nonprofit or family office situations, we tailor our approach to deliver the desired services appropriate for those situations. One of the key advantages of our comprehensive approach and broad range of services is that families and institutions do not “outgrow” their HB relationship – we have families who started out working with HB early in their careers who are now retired family office clients. We have intentionally invested to build the ability to work with you across the stages of your life as your wealth grows and financial issues get more complex.

Built to Serve You and Able to Grow With You

Service Levels & Costs
Private Alternatives
Financial Planning
Foundations & Nonprofits
Investment Management
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Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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