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CEO Andy Berg Named 2017 Top Advisor By Barron’s Magazine

  Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s 2017 Top Advisors by Barron’s. The advisors are ranked across all 50 states…

CEO Andy Berg Named 2016 Top Independent Advisor By Barron’s

  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 ninth consecutive year. Mr….

HB Principal Tricia Mulcare Talks One-Time TSP Transfer/Withdrawal in NCBJ Conference News

Tricia Mulcare was recently featured in the quarterly publication of the National Conference of Bankruptcy Judges winter 2015 newsletter. Read more in this article – Tricia Mulcare Talks One-Time TSP…

Andy Berg Named 2016 Top Wealth Manager By Forbes

Homrich Berg CEO Andy Berg was recently named one of the country’s 2016 Top Wealth Managers by Forbes. SHOOK Research is the firm responsible for the ranking in Forbes. This…

Homrich Berg Named to 2016 Financial Times 300 Top Registered Investment Advisers

Homrich Berg is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers as of June 2016. The list recognizes top independent RIA…

Homrich Berg Associate Todd Hall Named Two Year Director of the Atlanta Estate Planning Council

Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Todd Hall, CFP® as a Director of the Atlanta Estate Planning Council. Todd…

HB Ranked in 2016 Top 10 High-Net-Worth Advisors by Wealth Management Magazine

Wealth Management Magazine has ranked Homrich Berg as one of the 2016 top 10 high-net-worth advisors based on assets under management. To land on the list, firms had to have…

HB Appoints Robin Aiken As Principal

Homrich Berg (“HB”) is proud to announce the appointment of Robin S. Aiken, CFP®, as Principal for the firm. “Robin has consistently exhibited dedication to HB and her clients,” said…

Homrich Berg Ranked in 2015 Top 20 RIAs by Financial Planning Magazine

Financial Planning Magazine has ranked Homrich Berg as one of the top 20 registered investment advisers based on assets under management in the United States. Financial Planning builds a selective…

Homrich Berg Named In Bloomberg’s 2015 Top 50 Registered Investment Advisers List

Bloomberg Markets listed Homrich Berg #2 nationally based on assets under management and as the sixth fastest growing firm for year-over-year growth in their 2015 Top 50 Registered Investment Advisers…

HB Principal Adam Fuller Named Volunteer of the Year

Ed Munster (left), CEO of YMCA Metro Atlanta, Adam Fuller (center), David Stockert (right), Y Board Chair Homrich Berg is pleased to announce that firm Principal Adam Fuller was recently…

CEO Andy Berg Named Top 100 Independent Advisor by Barron’s Magazine

  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 eighth consecutive year. Mr….