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 Stephanie 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. […]

Adam Fuller Offers Thoughts on Charitable Giving

HB Principal Adam Fuller, CFA, CFP® offers thoughts on charitable giving in recent Atlanta Business Chronicle article.

Intra-Family Loans

By: Todd Hall 08/10/20 In a low-interest rate environment, loans to children or grandchildren (intra-family loans) can be an effective […]

HB Named One of the Top 50 RIAs in the USA by FA Magazine

Homrich Berg is pleased to announce it has been named one of the Top 50 RIAs in the USA by […]

Andy Berg Quoted on Industry Trends in FA Magazine

HB CEO Andy Berg quoted on industry trends in Financial Advisor article featuring interviews with industry leaders. To read the […]

Homrich Berg Named to 2020 Financial Times 300 Top Registered Investment Advisers

ATLANTA – July 30, 2020 – Homrich Berg is pleased to announce it has been named to the 2020 edition […]