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A group of five people smile for a selfie in Times Square, with 2023 visible in bright lights behind them. The text reads: Beyond the Numbers: Embracing the New Year With Purpose And Joy, by Jimmy Trimble, CFP®, Director at Homrich Berg.
January 2, 2025

Beyond The Numbers: Embracing the New Year With Purpose And Joy

Image of a promotional graphic for the 2025 HB Economic & Investment Outlook featuring two circular photos of individuals labeled Ross Bramwell, CFA Principal, and Ford Donohue, CFA Principal. Homrich Berg Wealth Management logo is at the bottom.
December 16, 2024

2025 Economic & Investment Outlook

Logos of two family offices. On the left, HB Family Office in black text with a red square and HB in white. On the right, WMS The Open Family Office in blue, teal, and green with a circular design.
December 11, 2024

Homrich Berg Brings On $6.4B RIA WMS Partners As Part of Family Office Expansion

Three women sitting on a couch, enjoying a laugh while looking at a tablet. The woman on the left has short white hair, the middle woman has short blonde hair, and the woman on the right has shoulder-length hair. They are in a well-lit room.
December 10, 2024

New Year’s Resolutions for the Suddenly Single Woman

A lush green landscape with a train crossing a bridge. The graphic includes text about discovering new places by train, highlighting comfort and convenience. A small photo of the articles author is on the left side.
December 10, 2024

Beyond The Numbers: Why Drive or Fly When You Can Discover New Places by Train?

Image of an office with a glass door displaying a recognition badge. The text says Financial Planning: Best RIAs to Work For, Homrich Berg Wealth Management. The background shows a modern office interior.
December 4, 2024

Homrich Berg Makes Financial Planning’s 2024 “Best RIAs to Work For” List

Image with text: No Wool for the Black Sheep: Estate Planning for Clients with Estranged Family Members followed by Sensitive family issues call for empathy, tact, and a deep understanding of legal strategies that can mitigate potential conflicts and author details.
December 3, 2024

No Wool for the Black Sheep: Estate Planning for Clients with Estranged Family Members

A family of four sits on a couch, gathered around a laptop. The mother points at the screen, while the father and two children, a boy and a girl, look on with interest. They appear engaged and focused on the laptop.
November 26, 2024

What You Focus On Expands

Financial Planning magazine highlights 20 Top Fee-Only RIAs 2024, featuring Homrich Berg at #9. The image displays the magazines logo and a company logo on a blurred background of an office interior.
November 21, 2024

Homrich Berg Makes Financial Planning’s 20 Top Fee-Only RIA List Again In 2024

Image of a man against a blurred background, with text: What a Red Sweep Could Mean for Markets. The name Ross Bramwell, CFA, Principal and the logo for Homrich Berg Wealth Management are displayed.
November 19, 2024

What A Red Sweep Could Mean For Markets

A man and woman, both wearing aprons, smile while looking at a laptop in a restaurant setting. They are surrounded by tables set with glasses and flowers, indicating a vibrant dining atmosphere.
November 18, 2024

Avoiding The Government’s Hammer Before The Ball Drops; New Year’s Filing Deadlines For Business Owners You May Not Be Aware Of

A pink piggy bank wearing a black graduation cap stands upright against a white background, symbolizing education savings or financial planning for academic success.
November 18, 2024

Saving For College As A Newly Single Parent

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