Understanding Lifestyle Creep — and How to Avoid it
As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains it’s OK to allow the occasional indulgence. Read more via…
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What to Do When Your Married Clients Can’t Agree on Retirement Planning
Sometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key stress points is when to take Social Security payments. Read…
Stocks Ended Today With a Nice Bounce. Certainty From the Fed Made a Big Difference.
CIO Stephanie Lang says markets may be bracing for Fed policy changes, which is why we’ve seen a slight flattening of the yield curve. Read the full piece by Jacob…
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest Principals for the firm. “Ford, Jeff, and Dan are important…
Ross Bramwell, CFA
Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg…
Adam Fuller, CFA, CFP®
Adam joined Homrich Berg in 1995 and has been a principal since 2001 focused on managing the investment and planning needs of a diverse base of individuals and families. During…
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA — December 16, 2021 — Homrich Berg (HB) is expanding its internal infrastructure with the…
Tom Houle
Tom joined Homrich Berg in March 2013 as a Director. Tom is the Business Development Officer for the firm and oversees new client acquisition as well as contributing to the…
Casey Forbes
Casey joined Homrich Berg in April of 2013 after interning with the firm in the summer of 2009. She graduated with a Bachelor’s degree in International Business from Auburn University….
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…
Trent Arnone, CFP®
Trent joined Homrich Berg in January 2017 and is currently a Director. In this role, he and his team work with a diverse client base consisting of working professionals, retirees,…
Julian Davis, CPA, CFP®
Julian joined Homrich Berg in October 2015. He and his team work with their clients to help them achieve their financial goals through cash flow management, investing, and planning. His…