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The Six Cs of Modern Financial Relationships

The Six Cs of Modern Financial Relationships

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A man is giving a presentation to five people seated around a conference table. There are laptops on the table, and a large window offers a view of modern buildings outside. A small potted plant decorates the room.

How to Select an Advisor for a Lifetime

E-book

Finding the right person who can deliver on your financial goals—offering the most choice and the highest levels of service and commitment while being free from conflicts of interest—doesn’t have to be a needle in the haystack. We present “The Six Cs” for selecting a financial advisor to preserve and grow your wealth for generations to come.

Download the e-book to understand the considerations that go into selecting a best-fit financial advisor.

Download the E-book

Who Is Homrich Berg

98%
Client retention rate

EXPERTISE
The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations

FAMILY CFO
Serving as your family CFO -- handling your investments and financial planning

FOUNDED IN 1989
Providing fee-only fiduciary advice for over 35 years

INDEPENDENT
Not owned by a bank or brokerage firm

CLIENTS IN 48 STATES
Based in Atlanta and managing over $18 billion of AUM for clients across the U.S. (as of December 31, 2024)

What You Need To Know About Selecting an Advisor

There are many choices, but the best decision ultimately is the one that feels right for you and your family.

The industry has shifted, making it easier to find advisors who go well beyond banking and brokerage services to offer both financial planning and investment management—trusted, independent partners that can bring you high-touch experiences that put their clients first, always.

Homrich Berg, for example, serves more than 3,700 families in 48 states with its fee-only, fiduciary, comprehensive wealth management approach that they have delivered since their founding in 1989. HB believes financial advisor fees should be transparent and direct, only from clients and not based on how clients invest or what financial services they use.

Download the E-book

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

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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