Homrich Berg Named to Barron’s 2020 Top 100 RIA Firms
Homrich Berg is proud to announce being named to the Barron’s Magazine 2020 list of America’s Top 100 RIA Firms. HB is #42 on this list of the top independent…
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Homrich Berg Celebrates 31 Years!
ATLANTA – October 10, 2020 – 31 years ago today, Homrich Berg was founded based on a belief in fiduciary, fee-only wealth management built on core values of objectivity, teamwork,…
Homrich Berg Crosses $8 Billion AUM Mark and Will Add Sandy Springs Office Via Planned Merger With SG Financial Advisors
ATLANTA – December 16, 2020 – Homrich Berg is pleased to announce that SG Financial Advisors has signed an agreement to join Homrich Berg, giving HB a new Sandy Springs…
Meet Kyle Glenn, Homrich Berg’s Newest Principal
ATLANTA – 01/04/2021 – Homrich Berg (HB) is pleased to announce the appointment of Kyle Glenn CFA, as the newest Principal for the firm. “Kyle is an important member of…
Homrich Berg Names Veteran Wealth Management Leader Thomas Carroll, CFP® As President
ATLANTA – 01/08/2020 – Homrich Berg is pleased to announce that veteran wealth management leader Thomas Carroll has joined the HB executive team as President. Thomas joins HB after an…
Principal Tana Gildea Spoke With WSBTV About Smart Holiday Shopping
HB Principal Tana Gildea, CFP®, CPA, CCFS spoke with WSBTV about taking a new, thoughtful, and budget friendly approach to gift giving this year. Click here to watch. …
Robin Aiken, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
Congratulations to Robin Aiken, CFP® for being named to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high net worth. For a complete list of the criteria used for…
Homrich Berg Welcomes Evan Byers As Senior Associate
ATLANTA – August 12, 2019- Homrich Berg is pleased to announce the appointment of Evan Byers, CFA, CFP®, CAIA as a new senior associate for the firm. “Evan has extensive…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Invesment Advisers
June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes…
Homrich Berg Named to 2019 Financial Times 300 Top Registered Investment Advisers
June 27, 2019 – Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes…
Homrich Berg Named to 2019 FA Magazine’s Top 50 Registered Investment Advisors
Homrich Berg is pleased to announce it has been named to the 2019 edition of the Financial Advisor’s Top 50 Registered Investment Advisors. The list recognizes top independent RIA firms…
Andy Berg Named Finalist For National RIA CEO Of The Year Award
ATLANTA –August 8, 2019- Homrich Berg is proud to announce that CEO Andy Berg is one of nine finalists nationwide for the WealthManagement.com Industry Awards in the category RIA CEO…