John Taylor, CFP®, CFA
…so they can be the best possible stewards of their wealth. He joined HB in 2007 and has been a principal of the company since 2017. In addition to his…
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Margo Bryk
Margo joined Homrich Berg in April 2008. She is currently a Director of the firm and is responsible for assisting clients in every facet of their financial situation from investment…
Josh Vaughan, CFP®
Josh joined Homrich Berg in October 2018. He is a client-facing advisor who works with a wide variety of clients including consultants, professional athletes, retirees, and working professionals/families. He is…
Thomas Carroll, CFP®
…HB clients on all the important financial issues they face in their lives. Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank….
2024 HB Economic & Investment Outlook
…strong which has supported the U.S. consumer, but the risk of an economic slowdown remains as the Fed is looking to stay aggressive in its inflation battle. In addition, there…
Nzube Anunobi
Nzube joined Homrich Berg as an Associate within the Financial Planning team in June 2024. In this role, he contributes significantly to formulating comprehensive financial plans, conducting projection analysis, facilitating…
HB Economic & Investment Outlook – Q2 2024
…in September, inflation has remained sticky and has yet to break below 3%. The Fed is still waiting on additional inflation data to confirm the downward trend before it cuts…
Andy Berg Named Barron’s 2019 Hall Of Fame Advisor And Top 100 Independent Wealth Advisor
…Top 100 Independent Wealth Advisors list. Barron’s Hall of Fame Advisors have been ranked for 10 or more years on the Top 100 list based on assets under management, revenue…
RIAs, Here are 4 Ways to Find Your Future New Hire
When it comes to recruiting new talent, there are many cost-free options to reaching young potential advisors, including working with a local university. Read what principal and president of Homrich…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022
…high-net-worth individuals need access to conflict-free financial planning and investment advice. Over 30 years later, Berg has been named to the Atlanta Magazine’s 2022 Atlanta 500 list of influential business…
Andy Berg
…Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs, and news features throughout the Southeast. Andy was named a Most Admired CEO in…
Chris Kowal, CFP®
…named one of Forbes Best-In-State Atlanta High Net Worth Advisors. In his free time, Chris is an active member of the Marist School alumni association, serving on the Service and…