CIO Stephanie Lang Talks Alternative Investments With Financial Planning Magazine
Chief Investment Officer Stephanie Lang was recently quoted in Financial Planning Magazine. Read more about the discussion on alternative investments in this article….
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Homrich Berg Appoints New Principals
Homrich Berg (“HB”) proudly announces the appointment of Ross Bramwell, CFA, CPA, Christopher Kowal, CFP®, Benjamin Riddick, CFP® and John Taylor, CFP® as Principals at the firm. “All four of…
Congratulations Chris Kowal for ranking #15 out of 99 for Georgia – Atlanta
We would like to congratulate Chris Kowal for being ranked #15 out of #99 in Forbes 2024 Best-In-State Wealth Advisors list for the Georgia – Atlanta (High Net Worth) category! Click here…
Congratulations to Robin Aiken for ranking #7 out of 44 within GA
Congratulations to Robin Aiken for ranking #7 out of 44 within Georgia for Forbes/SHOOK’s 2024 Top Women Wealth Advisors Best-In-State! Click here to review the full list: https://bit.ly/4bxgp8c and to read the…
Homrich Berg Moves Forward with Leadership Transition Plan
Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg ATLANTA – September 12, 2023 – Thirty-four years after Andy Berg co-founded Homrich Berg, one…
Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year
ATLANTA – September 18, 2018 – Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for…
Homrich Berg Principal John Taylor Named Honoree of University of Georgia FACS 100
ATLANTA – 2/23/2018 – Homrich Berg (HB) is proud to announce that Principal John H. Taylor, CFP®, has been named as one of the University of Georgia (UGA) College of…
Homrich Berg Crosses $5 Billion AUM Mark And Adds Cobb County Office Via Merger With Compass Financial Consulting
ATLANTA – 1/02/2018 – Homrich Berg is pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and an addition of talent…
Andy Berg Named Top 100 Independent Financial Advisor by Barron’s Magazine for 10th Consecutive Year
Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the tenth consecutive year. The…
Homrich Berg Signs 26,126-Square-Foot Lease at Three Alliance Center
Wealth management firm Homrich Berg has signed a 26,126-square-foot lease to move its headquarters to Three Alliance Center, located in Atlanta’s Buckhead submarket. Andy Ghertner and Carla Williams of Cushman…
Andy Berg Named One of Atlanta’s Most Admired CEOs by Atlanta Business Chronicle
Homrich Berg is proud to announce that CEO Andy Berg was named one of Atlanta’s Most Admired CEOs by the Atlanta Business Chronicle. He will be honored as one…
Homrich Berg Named to 2017 Financial Times 300 Top Registered Investment Advisers
Homrich Berg is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms…