Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Advisor’s Top 50 Registered Investment Advisors. The list recognizes top independent RIA firms…
…knowing that we share common core values with a clear focus on serving our clients. We are highly confident that this merger will be additive for clients and employees.” “Homrich…
…at Homrich Berg as a financial advisor before completing his MBA and working with Bain & Company as a Manager in the Atlanta office. “As we continue to grow in…
…a strong regional firm with a leading presence in their home Atlanta market. The firm is known for combining the scale and expertise of a large firm combined with the…
…many have as they begin retirement is to spend after-tax investments first and to postpone withdrawals from tax-advantaged accounts like IRAs until required at age 70½. It can be alluring…
…for themselves, then it’s likely they’ll face additional, unnecessary challenges as they experience the real world for the first time. Already complicated situations like renting an apartment, or making a…
…art community, two daughters and their pets. In her free time, she loves to read as well as travel with her family to as many different countries as she can….
…capital gains tax is spread out and paid by the individual beneficiaries as they receive payments from the CRT during the payment term. In addition, the grantor receives a charitable…
Adam joined Homrich Berg in June 2015 and is currently a Director within the Investment department managing the trading and portfolio management for individual bond strategies, as well as research…
Steve joined Homrich Berg in 2016 and is responsible for implementing growth strategies including channel and business development. His industry knowledge combined with over two decades of management consulting experience…
…empowering individuals through Adaptive Golf, and promoting Youth On Course rounds in Georgia. In January 2021, Philip joined the Advisory Board of Skyland Trail, a nonprofit mental health treatment organization…
…outsourced reporting and investment consulting service to peer advisors. Sean served for four years on Schwab Institutional’ s Technology Operations and Service Advisor Board. Sean has a highly varied professional…