HB Wealth in the News
HB Wealth Strengthens Investment Leadership with Appointment of Gina Martin Adams as Chief Market Strategist and Key Investment Promotions
Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in…
HB Wealth Expands Geographic Footprint into Charlotte With Seasoned, Five-Person Advisory Team
Previously overseeing nearly $15 billion in assets, the team was attracted to HB Wealth’s independent client-centric philosophy, fee-only fiduciary approach, and concierge-level service ATLANTA – Nov. 3,…
Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand
$25B RIA’s rebranding reflects national scale and client-centered focus ATLANTA, GA — August 19, 2025…
Homrich Berg Launches Firmwide Equity Participation Program
Initiative reinforces commitment to team and culture ATLANTA – July 15, 2025 – Homrich Berg…
Homrich Berg Opens Greenville Office and Welcomes Robert DiBenedetto as Wealth Advisor
Leading $25B AUM RIA expands presence in South Carolina ATLANTA – July 9, 2025 —…
Thomas Carroll is a 2025 InvestmentNews Awards Excellence Awardee Finalist: CEO of the Year!
Strong leadership is the foundation of a great firm, which is why we’re proud to…
Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year!
We’re excited to announce that Homrich Berg is shortlisted as an Excellence Awardee finalist as…
Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services
Industry veteran joins the $18B AUM RIA to expand and enhance client experience ATLANTA —…
Homrich Berg Brings On $6.4B RIA WMS Partners As Part of Family Office Expansion
$18B Atlanta-based RIA continues growth into the mid-Atlantic region ATLANTA — December 11, 2024 —HB…
Homrich Berg Makes Financial Planning’s 2024 “Best RIAs to Work For” List
Homrich Berg is proud to be named one of Financial Planning’s “Best RIAs to Work…
Homrich Berg Makes Financial Planning’s 20 Top Fee-Only RIA List Again In 2024
Homrich Berg is proud to be ranked #9 out of 20 top fee-only RIAs by…
Homrich Berg Opens Tampa Office With Experienced Family Office Advisors and Welcomes Larry Parkin to Lead Florida Market
Leading $18 billion RIA opens office in Tampa with a veteran team of family office…
HB’s 35th Anniversary
It’s celebration time! Homrich Berg is turning 35 today! Since 1989, Andy Berg and the…
Homrich Berg Announces New Minority Investment Partner TPG Growth
ATLANTA & SAN FRANCISCO — September 26, 2024 — Homrich Berg (“HB” or the “Firm”)…
Barron’s Advisor 2024 Top 100 RIA Firms
Our continued commitment to growth has earned us #27 on Barron’s Advisor 2024 Top 100…
Veteran Executive Joanna Irwin Joins Homrich Berg as New Chief Marketing Officer
Former Randstad Global CMO and Invesco North America CMO will leverage 22 years of experience…
Atlanta Business Chronicle – Atlanta’s 25 Largest Money Managers
Homrich Berg is proud to be named #6 of Atlanta’s 25 Largest Money Managers by…
Atlanta Business Chronicle – Atlanta’s 20 Largest Financial Planning and Advisor Firms
Homrich Berg is proud to be named #5 of Atlanta’s 20 Largest Financial Planning and…
Atlanta Business Chronicle’s 2024 Best Places to Work – No. 15
Atlanta Business Chronicle has named us one of Atlanta’s 2024 Best Places to Work! We’re…
Homrich Berg Brings in Andrew Page as Head of Corporate Development
$16B Atlanta-based RIA adds leader focused on strategic acquisitions and advisor additions ATLANTA — April…
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Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.