• Hometown

    Albany, NY

  • Colleges

    Siena College

  • Certifications


  • Neighborhood


  • Office Location


Frank Waterson, CFP®


Frank has spent his entire career working with wealthy individuals, families, and foundations.  Frank leads a team at Homrich Berg serving as the family CFO for select clients throughout the country.  He provides planning advice in the areas of investment management, retirement planning, risk management, income tax and estate planning.  One of Frank’s primary goals is to help free up time for clients, so they can focus on the areas that matter to them most.

Prior to joining Homrich Berg, Frank began his career developing comprehensive financial plans and advising Fortune 500 executives with The Ayco Company, a Goldman Sachs company.  A significant amount of time was spent on employee benefits, income tax planning and wealth transfer strategies.

Frank is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Fernbank Museum’s Corporate Leadership Council.  He has been a member of the fee-only National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA).  He graduated Cum Laude from Siena College in Loudonville, NY.

Frank and his wife, Sara, live in the City of Decatur with their two children. In his free time, Frank enjoys traveling, spending time with his family, reading and hiking.