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Homrich Berg Brings in Andrew Page as Head of Corporate Development

…leading advisors and client experience. Read more here: https://citywire.com/ria/news/exclusive-16bn-homrich-berg-hires-first-head-of-manda-from-focus-shop/a2440971?re=119572&ea=1905439&utm_source=BulkEmail_USA+RIA+Morning&utm_medium=BulkEmail_USA+RIA+Morning&utm_campaign=BulkEmail_USA+RIA+Morning About Homrich Berg Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment…

Joanna Irwin

…one of the world’s fastest-growing commercial services brands (2022). Joanna serves on the Metro Atlanta Chamber of Commerce CMO Advisory Board, the Georgia State University Marketing Roundtable, the American Marketing…

SECURE 2.0 Act 529 Plan Rollover Requirements

Download this infographic. To learn more about these requirements, please read this blog. If you have any questions, please reach out to your client service team, call 404.264.1400, or complete…

Create A Legacy Package

Download this infographic. Click here to learn more about creating your legacy package: https://homrichberg.com/avoid-leaving-behind-the-proverbial-mess-information-to-assemble-for-your-loved-ones-now-for-after-youre-gone/…

Contingency Planning for Business Owners

Download this infographic. Click here to learn more about creating your contingency plan: https://homrichberg.com/contingency-planning-for-business-owners/…

Atlanta Business Chronicle has named us as one of the 2023 Best Places to work in Atlanta!

…that appreciates our employees and their contributions for the fourth year. Take a look here for the lists and methodology Quantum Workplace used for the rankings. Download the article here…

Connor Carlis, CPA, CFP®

…(CPA), which has helped when navigating the tax complexities facing clients. In his spare time, Connor enjoys traveling, supporting his favorite sports teams, and spending time with family and friends….

Zach Pearson

Zach joined Homrich Berg as an Associate in January 2024 working with our team in Augusta, GA. In his current role, he is a client-facing advisor assisting HB Principals in…

Garrett Owen, CPA

…comprehensive financial and investment strategies. Before joining HB, Garrett worked for two years with Grant Thornton LLP in Atlanta. During his public accounting career, he served corporations by calculating and…

Stephen Amason, CPA

…ensuring compliance with auditing standards and regulations. He would lead audit teams, perform complex audit procedures, and analyze financial data to identify discrepancies and irregularities. By building relationships with clients,…

Homrich Berg named to Financial Planning's Top 150 Fee-Only RIAs

HB Named to Financial Planning’s Top 105 Fee-Only RIAs

Financial Planning’s list of Top 150 Fee-Only RIAs is chosen based on an examination of the industry’s highest ideals, which is why we are honored to be included! See the…

Frank Butterfield, CPA, CFP®, PFS, CFA

…from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam and he is a CERTIFIED FINANCIAL PLANNER™ professional….