HB Wealth in the News
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…
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…
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.