Robin Aiken, CFP® Named to Forbes Best-In-State Wealth Advisors 2021

Congratulations 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

Congratulations 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

ATLANTA – 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

ATLANTA – 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

ATLANTA – December 16, 2020 – Homrich Berg is pleased to announce that SG Financial Advisors has signed an agreement […]

Estate Planning Opportunities in 2020

By: 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

Principal 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!

ATLANTA – 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

HB 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

Homrich Berg is proud to announce being named to the Barron’s Magazine 2020 list of America’s Top 100 RIA Firms. […]