Want To Learn More About HB?
Buckhead
3550 Lenox Road, NE
Suite 2700
Atlanta, Georgia 30326
Alpharetta
5755 North Point Pkwy
Suite 248
Alpharetta, Georgia 30022
Cobb
400 Galleria Pkwy
Suite 1050
Atlanta, Georgia 30339
Perimeter
5 Concourse Pkwy
Suite 2950
Atlanta, Georgia 30328
Sandy Springs
333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328
Robin Aiken, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
/in News /by Kayte HendersonCongratulations to Robin Aiken, CFP® for being named to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high net […]
Andy Berg, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
/in News /by Kayte HendersonCongratulations to Andy Berg, CFP® for being named #1 to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high […]
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2021
/in News /by Kayte HendersonATLANTA – February 5, 2021 – Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta […]
Meet Kyle Glenn, Homrich Berg’s Newest Principal
/in News /by Kayte HendersonATLANTA – 01/04/2021 – Homrich Berg (HB) is pleased to announce the appointment of Kyle Glenn CFA, as the newest […]
Homrich Berg Crosses $8 Billion AUM Mark and Will Add Sandy Springs Office Via Planned Merger With SG Financial Advisors
/in News /by Kayte HendersonATLANTA – December 16, 2020 – Homrich Berg is pleased to announce that SG Financial Advisors has signed an agreement […]
Estate Planning Opportunities in 2020
/0 Comments/in News /by Kayte HendersonBy: Todd Hall and Andy Bunch 11/18/2020 The rest of 2020, and likely most or all of 2021, could prove […]
Addressing the 10-Year Hitch in Pretax Retirement Plans
/in News /by Kayte HendersonPrincipal Jaime Ruff, CFP® addresses the 10-year hitch and gives strategies for pretax retirement plans. Read the full article here.
Homrich Berg Celebrates 31 Years!
/in News /by Kayte HendersonATLANTA – October 10, 2020 – 31 years ago today, Homrich Berg was founded based on a belief in fiduciary, […]
CIO Stepahnie Lang, CFA Participates in Vanguard Roundtable
/in News /by Kayte HendersonHB CIO Stephanie Lang, CFA participated in a roundtable and spoke with Vanguard on insights for tough client questions. Click […]
Homrich Berg Named to Barron’s 2020 Top 100 RIA Firms
/in News /by Kayte HendersonHomrich Berg is proud to announce being named to the Barron’s Magazine 2020 list of America’s Top 100 RIA Firms. […]