Andy Berg, CFP® Named to Forbes Best-In-State Wealth Advisors 2021
Congratulations to Andy Berg, CFP® for being named #1 to the 2021 Forbes Best-In-State Wealth Advisors list for Atlanta high net worth. For a complete list of the criteria used…
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HB Invests in UGA Charles Schwab Financial Planning Center
ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of the Charles Schwab Financial Planning Center at the University of Georgia (UGA). The newly renovated…
Homrich Berg Moves Forward with Leadership Transition Plan
Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg ATLANTA – September 12, 2023 – Thirty-four years after Andy Berg co-founded Homrich Berg, one…
Summer Interns Are Settling In. How to Make Them Winners.
As companies welcome their new intern class, understanding the role they play in their professional development is paramount. President Thomas Carroll connects with Cheryl Winokur Munk at Barron’s to discuss…
Atlanta Business Chronicle has named us as one of the 2023 Best Places to work in Atlanta!
We’re proud to be recognized as a business that appreciates our employees and their contributions for the fourth year. Take a look here for the lists and methodology Quantum Workplace…
Homrich Berg expands Family Office Division with the addition of Lauren Vick Burthey as Director
ATLANTA–(BUSINESS WIRE)–Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director in the Family Office division. Burthey joins the $13 billion, Atlanta-based RIA to contribute to…
Homrich Berg expands Southeast Presence
ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the addition of Calvary Wealth, a $145 million RIA based in Augusta, GA and Columbia, SC. The…
Family Offices: Does Your Client Need One?
Even if the answer is no, many conversations and best practices used by family offices will help your UHNW (and non-UHNW) clients. By Jerilyn Klein Editor’s Note: The United States has an…
Alphabet’s AI partnerships ‘a good start’ -CIO
At its Google Next conference in San Francisco, Alphabet announced new AI tools and partnerships as it attempts to compete with Microsoft’s ChatGPT. Our CIO Stephanie Lang shares insight on…
Named #35 of Barron’s Top 100 RIA Firms of 2023
We’re proud to share that we have been named #35 of Barron’s Top 100 RIA Firms of 2023! We’re honored to be included on this list and look forward to continuing to…
HB Named to Atlanta Business Chronicle’s 2022 Best Places to Work List
We are proud to announce that we made Atlanta Business Chronicle’s 2022 Best Places to Work List. Check out our careers page to see just why HB is the best place to work!…
Financial Planning recently released its 20 largest fee-only RIAs
Financial Planning recently released its 20 largest fee-only RIAs, ranked by AUM list for 2023. We are excited to rank #11 out of #20! Click here to read more, see…