How To Select An Advisor
Providing You the Key Questions You Should Ask – and Our HB Answers
Thinking about hiring HB or another firm as your financial advisor? We encourage you to review this list of questions and answers as you think about your choices.
Homrich Berg operates under the fiduciary standard, meaning that we must put your interests first, period. Homrich Berg was founded as a Fee-Only Fiduciary firm in 1989 and we have never changed our view – we believe in our approach, and our clients value the peace of mind that comes from knowing that our transparent client service model puts us on the same side of the table working together for their best interests.
We have included links in many of the Q&A items in this section but will repeat those and add a few more here that could be helpful resources for you as you search for a quality advisor.