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…
Search Results
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…
Stephanie Lang on CNBC
Our CIO Stephanie Lang appeared on CNBC‘s Squawk Box yesterday where she discussed the U.S. economy and strong consumers. Click Here to See Full Interview…
Stephanie Lang Featured In Citywire RIA
HB’s very own CIO Stephanie Lang was recently featured on the cover of Citywire RIA magazine. Stephanie touched on her career over the years, HB’s investment philosophy and on having…
Andy Berg Named Barron’s 2019 Hall Of Fame Advisor And Top 100 Independent Wealth Advisor
ATLANTA – September 26, 2019 – Homrich Berg is pleased to announce that CEO Andy Berg has earned a spot on the 2019 Hall of Fame Advisors list and Barron’s…
Andy Berg Ranked As 2019 Forbes Top 250 Wealth Advisor
ATLANTA – October 4, 2019 – Homrich Berg is pleased to announce that CEO Andy Berg has been ranked 45th on the 2019 Forbes Top 250 Advisors list. Advisors were…
Homrich Berg Celebrates 30 Years!
ATLANTA – October 10, 2019 – 30 years ago today, Homrich Berg was founded based on a belief in fiduciary, fee-only wealth management built on core values of objectivity, teamwork,…
Listen To Tana Gildea Share Her Journey Into The Financial World
Tana Gildea CFP®, CPA, CCFS, a Principal at Homrich Berg, had a candid and inspiring conversation with Corey Rieck about her journey from Montana to Atlanta, her start in the…
Andy Berg Named to Barron’s Hall of Fame
Congratulations to Andy Berg for being apart of Barron’s Hall of Fame for Financial Advisors. This is an award honoring a group of advisors who exemplify long-term success and commitment…
Homrich Berg Welcomes Jimmy Trimble, CFP® As A Director
Atlanta – November 1, 2019 – Homrich Berg is pleased to announce the appointment of Jimmy Trimble, CFP® as a Director. He brings over 26 years of experience in the…
Homrich Berg Crosses $6 Billion AUM Mark And Will Add Sandy Springs Office Via Planned Merger With Cedar Rowe Partners
ATLANTA – November 20, 2019 – Homrich Berg is pleased to announce that Cedar Rowe Partners has signed an agreement to join Homrich Berg, giving HB a Sandy Springs…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2021
ATLANTA – February 5, 2021 – Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500 Most Powerful Leaders in 2021. Andy is co-founder…