Our Approach to Private Alternatives

Private alternatives have been a key part of Homrich Berg’s…

Homrich Berg Acquires $1.5B RIA Oakbridge Partners

ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to…
Tana Gildea

Help Your Kids March Toward Financial Security, Part 2

In a previous post, we talked about the importance of helping…
Tana Gildea

Help Your Kids March Toward Financial Security, Part 1

As parents, we all want to raise kids to be independent and competent…
Andy-Berg

Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022

Homrich Berg is pleased to announce that CEO Andy Berg was named…

Robin Aiken, CFP® Named to Forbes America’s Top Women Wealth Advisors 2022

Congratulations to Robin Aiken, CFP® for being named to America’s…

HB Invests in Risk Management Expertise

Our new Chief Risk Officer Kruti Bolick discusses the proactive…

Understanding Lifestyle Creep — and How to Avoid it

As you make more money, it's important to be mindful of lifestyle…

Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.

As many RIAs migrate to Florida, we always knew it was a natural…