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A maroon graphic with gold confetti that reads: Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year! and features the InvestmentNews Awards and Homrich Berg logos.
April 29, 2025

Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year!

Red background with gold confetti. Text: Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year! with InvestmentNews Awards logo and the number 25. Homrich Berg logo at the bottom.
April 29, 2025

Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year!

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January 6, 2025

Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services

Logos of two family offices. On the left, HB Family Office in black text with a red square and HB in white. On the right, WMS The Open Family Office in blue, teal, and green with a circular design.
December 11, 2024

Homrich Berg Brings On $6.4B RIA WMS Partners As Part of Family Office Expansion

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December 4, 2024

Homrich Berg Makes Financial Planning’s 2024 “Best RIAs to Work For” List

Financial Planning magazine highlights 20 Top Fee-Only RIAs 2024, featuring Homrich Berg at #9. The image displays the magazines logo and a company logo on a blurred background of an office interior.
November 21, 2024

Homrich Berg Makes Financial Planning’s 20 Top Fee-Only RIA List Again In 2024

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October 10, 2024

HB’s 35th Anniversary

A circular banner reads BARRONS #27 2024 Top 100 RIA Firms over a blurred image of a modern office lobby with glass doors, wooden floors, and a wall with the letters HB.
September 18, 2024

Barron’s Advisor 2024 Top 100 RIA Firms

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September 9, 2024

Veteran Executive Joanna Irwin Joins Homrich Berg as New Chief Marketing Officer

A circular graphic reads ATLANTA BUSINESS CHRONICLE and #6 2024 Atlanta’s 25 Largest Money Managers over a background of a modern office with glass doors and the initials HB on the wall.
August 23, 2024

Atlanta Business Chronicle – Atlanta’s 25 Largest Money Managers

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August 21, 2024

Atlanta Business Chronicle – Atlanta’s 20 Largest Financial Planning and Advisor Firms

A graphic with Atlanta Business Chronicle and No. 15 Atlantas 2024 Best Places to Work in bold text over a blurred office lobby background with a red border.
June 25, 2024

Atlanta Business Chronicle’s 2024 Best Places to Work – No. 15

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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