Call 404.264.1400

Facebook Twitter LinkedIn Instagram Youtube
  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure
  • Contact
  • Client Login
Homrich Berg Logo
  • About Us
    • The HB Difference
    • 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
        • Private Alternatives
        • Foundations and Nonprofits
        • HB Family Office
        • Financial Planning Services
          • Wealth Forecast
          • Administrative Services
          • Tax Planning
          • Estate Planning
          • Charitable Planning
          • Retirement Planning
          • Education Planning
          • Insurance Planning
          • Multi-Generational Planning
        • Investment Management
          • Key Investment Principles
          • Private Alternatives
          • Our Investment Expertise
          • Our Investment Process
          • Investment Risk Management
          • Investment Communication
  • 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
    • Understanding Family Offices
    • Insights and News
    • Form ADV/CRS
    • Client Login
Navy blue background with the text Barrons Advisor in white and orange at the top. Below, white text reads Top 100 RIA Firms 2024 with a purple gradient design in the bottom right corner.

Financial Planning Services

Financial Planning Services

  • Home
  • / Our Services
  • / Financial Planning Services
Request a Consultation

Managing Every Aspect of Your Financial Life

Our goal is to help you Protect, Grow, and Manage your wealth in a way that gives you more time to relax and enjoy your life knowing that you have an expert team helping you navigate the road ahead.

We believe in the importance of starting with financial planning. This planning may incorporate lifetime wealth forecast analysis, investment planning, tax planning, risk management, and estate planning elements. We combine this information into an overall interactive wealth forecast that can then be used to test different investment approaches initially, and will also be updated over time as your situation and the investment environment changes.

Protect

Protecting your wealth involves

Insurance Planning
Estate Planning

Grow

Growing your wealth involves

Investment Management
Retirement Planning
Education Planning
Tax Planning

Manage

Managing your wealth involves

Wealth Forecasting
Multi-Generational Planning
Charitable Planning
Administrative Services

Financial Planning is a phrase that covers a wide range of services that HB provides to our clients. Ultimately it means that any financial question you have big or small is a question that we will help your family answer, such as:

  • How much money do I need to retire?
  • How much risk do I need to take to potentially reach my goals?
  • How do I maximize my income and minimize my taxes?
  • How do I figure out how to pass wealth down to future generations?

We believe in the importance of starting with financial planning.

This planning may incorporate lifetime wealth forecast analysis, investment planning, tax planning, risk management, and estate planning elements. We combine this information into an overall interactive wealth forecast that can then be used to test different investment approaches initially, and will also be updated over time as your situation and the investment environment changes.

Why Is Financial Planning So Important? Expand

Many families tend to focus on investment management when they think of getting help with their financial lives, but investments are only one piece of the overall financial planning puzzle. Financial planners realize that the comprehensive approach must go beyond stocks and bonds. Your Homrich Berg financial advisor believes in a comprehensive financial planning approach that links your investment planning strategies with your overall financial plan to achieve your goals. Great investment returns may not matter so much if a poor insurance coverage situation leads to a catastrophic loss for the family. Or families may find they are leaving money on the table by not taking advantage of the best tax planning ideas or charitable giving timing strategies that would deliver real dollars to the bottom line. Ultimately the financial planning landscape is changing often, with new laws being passed or new strategies being developed. Your Homrich Berg financial advisors work hard to stay on top of these changes and trends to then advise you on potential adjustments aligned with your goals as we work together to navigate the life path ahead.

 

Why Should I Use A Fiduciary Fee-Only Advisor For Financial Planning? Expand

Your Homrich Berg financial advisor is a fiduciary, fee-only planning advisor.  When providing you with financial planning services, your HB financial advisor will focus on your best interests instead of worrying about selling you products.  We believe our fee-only fiduciary approach helps ensure that your financial planning needs are met without the conflicts of a product sale.  Other firms may actually sell insurance or tax services or estate legal services or trust services or other products that ultimately may lead to a conflict of interest that could potentially affect the advice that they give to you as a client.  You will also notice that most of our HB financial planners have various certifications listed after their names 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 CERTIFIED FINANCIAL PLANNER™ and/or Chartered Financial Analyst certifications. Homrich Berg believes strongly in the value of these two professional certifications and the majority of our client service professionals have or are pursuing 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.

How Does Financial Planning Address My Important Life Questions? Expand

As we think about many of the important events in our lives, the connection with comprehensive wealth management is clear.  College planning is often a major personal financial goal for young families.  Retirement planning is often a major personal financial goal for individuals and families at any age.  Investment management is part of financial planning, and proper portfolio management is the fuel that drives other parts of the comprehensive financial plan. Risk management identifies various life events that could hurt your personal financial plan, and then identifies strategies to address those risks.  Estate planning links tax planning, investment management, and legal strategies to target desired future goals for your family wealth.  Tax planning focuses on not only how to potentially reduce your tax bill now, but also how to use smart investment management and financial planning to build a game plan that may be able to reduce future taxes down the road.  Multi-generational planning brings all of the above down to the current and future younger generations, identifying approaches to educate and guide them while planning for their future via various estate, tax, investment, and risk management strategies.

Our Financial Planning Services

Wealth Forecasts
Administrative Services
Tax Planning
Estate Planning
Charitable Planning
Retirement Planning
Educational Planning
Insurance Planning
Multi-Generational Planning

PLEASE NOTE: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. HB does not serve as a law firm, certified public accounting firm, nor an insurance agency. HB does not prepare legal documents or tax returns, nor does it sell insurance products. The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB is engaged, or continues to be engaged, to provide investment advisory services.

Tailored Services For High-Net-Worth Clients

Ready to Get Started On Your Financial Plan?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Homrich Berg Logo
Facebook Twitter LinkedIn Instagram Youtube
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
  • HB 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
  • HB 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

© 2025 Copyright - Homrich Berg

  • Careers
  • Contact
  • Client Login
  • Form ADV/CRS
  • Privacy Policy & Disclosure