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Homrich Berg Appoints Stephanie Lang Chief Investment Officer

ATLANTA – Homrich Berg (“HB”) is proud to announce the appointment of Stephanie Lang, CFA as Chief Investment Officer for the firm. Stephanie joined Homrich Berg in 2005. She oversees…

Homrich Berg Appoints Bill Bolen Principal

ATLANTA – Homrich Berg is proud to announce the appointment of William H. Bolen, Jr., CFA, as Principal for the firm. Bill is a leader in the firm’s Family Office…

Homrich Berg Wins National Award

Homrich Berg Wins Best-in-Business IMPACT Award™ ATLANTA – Homrich Berg, Atlanta’s largest fee-only wealth management firm, has been named the recipient of the Charles Schwab & Co., Inc. Best-in-Business IMPACT[reg-circle]…

Lee Van Leuvan Joins Homrich Berg

Lee Van Leuvan Joins Homrich Berg ATLANTA – Homrich Berg, a leading national independent wealth management firm based in Atlanta, is pleased to announce that Lee Van Leuvan, President of…

Homrich Berg Appoints Robin Aiken as Director

Homrich Berg Appoints Robin Aiken as Director ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Robin S. Aiken, CFP[reg-circle],…

HB Appoints Thomas J. Houle as Director of Business Development

Tom Houle Appointed as Director of Business Development ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Tom Houle as…

Homrich Berg Ranked As One of the Top 50 Largest Fee-Only RIAs in the U.S.

ATLANTA – Investment News Magazine has ranked Homrich Berg as one of the top 50 registered investment advisors based on assets under management in the United States. Homrich Berg is…

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…

Homrich Berg Listed in Financial Times Top RIAs in the U.S.

Financial Times magazine has ranked Homrich Berg one of the top registered investment advisors in the United States. The average FT 300 firm on the list manages more than $2.5…

Andrew J. Berg Named Top 100 Independent Financial Advisor By Barron’s Magazine

Homrich Berg is proud to announce that CEO Andy Berg was again named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the seventh consecutive year. Mr….

Homrich Berg Appoints New Principals

ATLANTA – Homrich Berg (“HB”) announces the appointment of Stephanie Lang, CFA, Wayne Moss, CFP®, Tricia Mulcare, CPA, CFP®, Paul Ribes, CPA, and Frank Waterson, CFP® as Principals at the…

Homrich Berg’s Assets Under Management Rise Over $4 Billion Mark

ATLANTA – Homrich Berg has continued its consistent growth by passing the $4 billion mark for assets under management. The growth of the firm has largely come from continued client…