The Six Cs of Modern Financial Relationships
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.