Tax Tips For Year End
…custodian or advisor if you have questions about it. Is giving to charity part of your spending plan? If so, consider making a “Qualified Charitable Distribution.” This technique sends money…
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Emory Howell
Emory joined Homrich Berg in June 2024 as a Business Analyst. She works with the company’s CRM software and business processes. She graduated from Georgia Tech with a degree in…
Financial Advisor: Yes or No?
…Couples & Money Study results show that concerns around common financial stressors tend to be less when working with an advisor. Click here to learn more about selecting an advisor….
Bill Bolen, CFP®, CFA
…Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is…
Andy Berg Named Finalist For National RIA CEO Of The Year Award
ATLANTA –August 8, 2019- Homrich Berg is proud to announce that CEO Andy Berg is one of nine finalists nationwide for the WealthManagement.com Industry Awards in the category RIA CEO…
Homrich Berg expands Family Office Division with the addition of Lauren Vick Burthey as Director
…& Company managing the recruitment of advanced professional degree and MBA candidates. She also has experience in organizational alignment, marketing, and operations. In her role at Homrich Berg, Burthey will…
Lauren Vick Burthey
…Business before transitioning to professional services with Towers Watson and McKinsey & Company. Lauren currently serves on the National Advisory Council of the A Better Chance Foundation, an organization that…
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