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Insights and News

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Three people are sitting at a wooden table, engaged in discussion while looking at a laptop. The setting appears to be a modern office with large windows and natural light. There are notebooks and papers on the table.
November 12, 2024

Red, White, And Blue, And Your Green: Estate Planning In A Post-Election World

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November 12, 2024

Are You Prepared For An Unexpected Event?

An elderly woman and a man in a suit sit at a table with a patterned tablecloth. The man points at a digital tablet, engaging with the woman who is smiling. They appear to be having a friendly conversation indoors.
October 30, 2024

What Is A Trust?

The image shows a wooden surface with white letters spelling TAX and a U.S. flag draped above. The flag displays stars and stripes in red, white, and blue.
October 29, 2024

Election 2024 – Tax Policy Outlook

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October 28, 2024

Homrich Berg Opens Tampa Office With Experienced Family Office Advisors and Welcomes Larry Parkin to Lead Florida Market

A professional headshot of a smiling man in a suit, identified as Ross Bramwell, CFA, Principal, is centered on a light background. Above him, text reads, Market leadership is still dependent on path of rate cuts. The Homrich Berg Wealth Management logo is at the bottom.
October 14, 2024

Market Leadership Is Still Dependent On Path Of Rate Cuts

Glowing gold text reads “Homrich Berg 35th Anniversary” against a sparkling, festive golden background with falling glitter and light effects.
October 10, 2024

HB’s 35th Anniversary

A woman with long red hair writes in a notebook at a table. The image promotes a seminar titled Beyond the Numbers: Creating A Legacy: Writing And Publishing Your Memoir. A small photo of the author, Jimmy Trimble, is included.
October 10, 2024

Beyond The Numbers: Creating A Legacy: Writing And Publishing Your Memoir

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October 10, 2024

Navigating Financial Changes: Adjusting Private School And Travel Sports Expenses

Slide titled “A Great Question Can Make All the Difference” Series. It features #6: Do I Have to Pay Income Taxes If I Sell My House? with a photo of a smiling woman. Below are her details: Tana Gildea, CFP®, CPA, CCFS, CDFA®, Principal at Homrich Berg.
October 10, 2024

“A Great Question Can Make All The Difference” Series – Do I Have To Pay Income Taxes If I Sell My House?

A woman in a red suit with dark hair smiles in front of a blurred background of a building and garden. The text reads Lady Bird Johnson and Official portrait, 1967.
October 10, 2024

A “Bird” In Hand For Beneficiaries; Georgia’s New Transfer-On-Death Deed

Logo for Homrich Berg Wealth Management with TPG Growth text below. The image features a circular white background with the logo and text in the center. The outer background is a blurred office space with wooden floors and modern decor.
September 26, 2024

Homrich Berg Announces New Minority Investment Partner TPG Growth

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia
Greenville

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About Us Expand

  • History
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  • Clients
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Our Services Expand

  • Service Levels and Costs
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  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
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About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Shareholders/Directors
  • Advisory Associates
  • Investments
  • Client Service/Business Operations
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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