Want To Learn More About HB?
Buckhead – HQ
3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326
Alpharetta
5755 North Point Pkwy
Suite 248
Alpharetta, GA 30022
Cobb
400 Galleria Pkwy
Suite 1050
Atlanta, GA 30339
Peachtree
3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326
Sandy Springs
333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328
Palm Beach
3835 PGA Blvd.
Suite 307
Palm Beach Gardens, FL 33410
HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List
/in HB In The News In the News /by April JonesWe are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List. Check out our careers page to […]
Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate
/in HB In The News In the News /by April Jones$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private investment offerings. ATLANTA —April 21, […]
Understanding Lifestyle Creep — and How to Avoid it
/in HB In The News Financial Planning /by ajonesAs you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains […]
Everyone Is Moving to Florida. What That Means for Financial Advisors and Their Clients.
/in HB In The News Industry Updates /by ajonesAs many RIAs migrate to Florida, we always knew it was a natural fit for our expansion out of Georgia. […]
Meet Homrich Berg’s Newest Principals
/in HB In The News In the News /by ajonesHomrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and Dan Ziznewski as the newest […]
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
/in HB In The News In the News /by ajonesLeading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA — December 16, 2021 — […]
What to Do When Your Married Clients Can’t Agree on Retirement Planning
/in HB In The News Retirement /by ajonesSometimes retirement planning can cause friction for otherwise-happy couples. Mike Landsberg, Principal at Homrich Berg, says one of these key […]
Stocks Ended Today With a Nice Bounce. Certainty From the Fed Made a Big Difference.
/in HB In The News Market Updates /by ajonesCIO Stephanie Lang says markets may be bracing for Fed policy changes, which is why we’ve seen a slight flattening […]
CIO Stephanie Lang, CFA Breaks Down Recent Market Trends
/in HB In The News Market Updates /by ajones“If you look at what drove the market in 2021, a lot of that will still be there next year, […]
CIO Stephanie Lang, CFA Cautions Investors About the Recent EV Rally
/in HB In The News Market Updates /by ajonesEV companies have rallied recently, but CIO Stephanie Lang, CFA cautions that when valuations are stretched and without basis, things […]