HB Wealth in the News
Homrich Berg Welcomes Michael A. Woocher as New Chief Advisory Officer and Principal
Experienced executive and advisor joins the senior leadership team of $16B Atlanta-based RIA with a…
Meet Homrich Berg’s Newest Principals as of January 1, 2024
We are pleased to announce the appointment of Abbey Flaum, David Kochamba, Evan Byers, Gene…
Homrich Berg Adds Depth to HB Family Office Team with New Principal and Director
Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA ATLANTA – December…
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….
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…
Homrich Berg Moves Forward with Leadership Transition Plan
Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg…
Alphabet’s AI partnerships ‘a good start’ -CIO
At its Google Next conference in San Francisco, Alphabet announced new AI tools and partnerships…
Family Offices: Does Your Client Need One?
Even if the answer is no, many conversations and best practices used by family offices…
Homrich Berg expands Southeast Presence
ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the…
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…
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…
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…
Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles
Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA ATLANTA — September…
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…
Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate
$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private…
Homrich Berg Acquires $1.5B RIA Oakbridge Partners
ATLANTA — April 4, 2022 — Homrich Berg (HB) is pleased to announce that the…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2022
Homrich Berg is pleased to announce that CEO Andy Berg was named to Atlanta Magazine 500…
HB Invests in Risk Management Expertise
Our new Chief Risk Officer Kruti Bolick discusses the proactive approach we’re taking to risk…
Meet Homrich Berg’s Newest Principals
Homrich Berg (HB) is pleased to announce the appointment of Ford Donohue, Jeff Rosengarten and…
Homrich Berg Expands Management Team, Adding Chief Risk Officer Kruti Bolick and VP of Operations Randy Schultz
Leading Southeast RIA adds key personnel to support next phase of growth & infrastructure ATLANTA…
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
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.