HB Wealth in the News
Authority Magazine interviews CIO Stephanie Lang for their Female Leaders of Finance series
Authority Magazine interviews CIO Stephanie Lang as part of a series on strong female finance…
Homrich Berg Names Kyle Glenn, CFA as Chief Operating Officer
ATLANTA – February 11, 2020 – Homrich Berg is pleased to announce that Kyle Glenn,…
Andy Berg Named To Atlanta Magazine 500 Most Powerful Leaders In 2020
ATLANTA – January 24, 2020 – Homrich Berg is pleased to announce that CEO Andy…
Homrich Berg Names Michael D. Landsberg as Principal
ATLANTA – 1/10/2020 – Homrich Berg (HB) is pleased to announce the appointment of Michael…
Homrich Berg Names Veteran Wealth Management Leader Thomas Carroll, CFP® As President
ATLANTA – 01/08/2020 – Homrich Berg is pleased to announce that veteran wealth management leader…
Director Mike Landsberg Spoke With MONEY On Five Of The Biggest Tax-Saving Strategies
HB Director Mike Landsberg spoke with MONEY on five of the biggest tax-saving strategies you…
Principal Tana Gildea Spoke With WSBTV About Smart Holiday Shopping
HB Principal Tana Gildea, CFP®, CPA, CCFS spoke with WSBTV about taking a new, thoughtful,…
Stephanie Lang Featured In Citywire RIA
HB’s very own CIO Stephanie Lang was recently featured on the cover of Citywire RIA…
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…
Homrich Berg Welcomes Jimmy Trimble, CFP® As A Director
Atlanta – November 1, 2019 – Homrich Berg is pleased to announce the appointment of…
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….
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…
Homrich Berg Celebrates 30 Years!
ATLANTA – October 10, 2019 – 30 years ago today, Homrich Berg was founded based…
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…
Stephanie Lang on CNBC
Our CIO Stephanie Lang appeared on CNBC‘s Squawk Box yesterday where she discussed the U.S. economy and strong…
Homrich Berg Welcomes Evan Byers As Senior Associate
ATLANTA – August 12, 2019- Homrich Berg is pleased to announce the appointment of Evan…
Homrich Berg Welcomes Evan Byers As Senior Associate
ATLANTA – August 12, 2019- Homrich Berg is pleased to announce the appointment of Evan…
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…
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…
Homrich Berg Named to 2019 FA Magazine’s Top 50 Registered Investment Advisors
Homrich Berg is pleased to announce it has been named to the 2019 edition of…
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.