HB Wealth in the News
Homrich Berg Celebrates 31 Years!
ATLANTA – October 10, 2020 – 31 years ago today, Homrich Berg was founded based…
CIO Stephanie Lang, CFA Participates in Vanguard Roundtable
HB CIO Stephanie Lang, CFA participated in a roundtable and spoke with Vanguard on insights…
Homrich Berg Named to Barron’s 2020 Top 100 RIA Firms
Homrich Berg is proud to announce being named to the Barron’s Magazine 2020 list of…
Adam Fuller Offers Thoughts on Charitable Giving
HB Principal Adam Fuller, CFA, CFP® offers thoughts on charitable giving in recent Atlanta Business…
HB Named One of the Top 50 RIAs in the USA by FA Magazine
Homrich Berg is pleased to announce it has been named one of the Top 50…
Andy Berg Quoted on Industry Trends in FA Magazine
HB CEO Andy Berg quoted on industry trends in Financial Advisor article featuring interviews with…
Homrich Berg Named to 2020 Financial Times 300 Top Registered Investment Advisers
ATLANTA – July 30, 2020 – Homrich Berg is pleased to announce it has been…
A Fireside Chat with Rupal J. Bhansali & Stephanie Lang, CFA
HB’s CIO Stephanie Lang , on behalf of CFA Society Atlanta, spoke with Rupal J….
Andy Berg Weighs in on Financial Planning During and After a Pandemic
Andy Berg spoke with the Atlanta Business Chronicle about some of the issues high-net-worth clients…
Homrich Berg Named to 2020 InvestmentNews Best Places to Work for Financial Advisers
Homrich Berg is pleased to announce it has been named to the 2020 InvestmentNews Best…
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…
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.