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Insights and News

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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

Students in uniform sit at computers in a classroom setting, appearing focused and engaged. A male student in the foreground smiles while typing. Several other students are visible in the background working at their stations.
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

Older couple smiling and sitting with a baby on the sofa. The baby is playing with a stuffed toy. All appear joyful and engaged.
September 25, 2024

GST Tax: What Every Grandparent Needs To Know Before Making Gifts

A circular banner reads BARRONS #27 2024 Top 100 RIA Firms over a blurred image of a modern office lobby with glass doors, wooden floors, and a wall with the letters HB.
September 18, 2024

Barron’s Advisor 2024 Top 100 RIA Firms

A wooden gavel rests beside a set of house keys with a house-shaped keychain. In the background, there is a small model of a house with a red roof, symbolizing real estate or property law.
September 12, 2024

The Estate And Gift Tax Laws; Today, Tomorrow, And After November

Slide with text Market leadership is changing with rate cuts coming. Features a photo of a man labeled as Ross Bramwell, CFA, Principal. The Homrich Berg Wealth Management logo is at the bottom of the image.
September 12, 2024

Market Leadership is Changing With Rate Cuts Coming

A smiling person with shoulder-length blonde hair and glasses is wearing a dark blazer over a colorful patterned top. The background is softly blurred with light and shadow contrasts.
September 9, 2024

Veteran Executive Joanna Irwin Joins Homrich Berg as New Chief Marketing Officer

A wine glass with red wine is set against a soft pink grape background. Text on the image reads: Beyond the Numbers: The Art Of Collecting Fine Wine with author Jimmy Trimble, CFP®, Director and the Homrich Berg logo.
September 4, 2024

Beyond The Numbers: The Art Of Collecting Fine Wine

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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

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • 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
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
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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