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  • About Us
    • The HB Wealth Story
    • Our Purpose
    • The HB Wealth Difference
      • Fee-Only Fiduciary Commitment
      • Credentialed Experts
      • Comprehensive Advice
      • Concierge-Level Care
      • Private Market Expertise
    • Community
    • Cultural Commitment
    • Awards and Recognition
  • Our Services
    • Wealth Advisory Services
      • Financial Planning
      • Executive Financial Planning
      • Multi-Generational Planning
      • Estate Planning Services
      • Tax Planning Services
      • Interactive Planning
      • Wealth Forecast
      • Retirement Planning Services
      • Insurance Planning
      • Administrative Services
      • Charitable Planning
      • Education Planning
    • Investment Management
      • Private Market Investments 
      • Key Investment Principles
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      • Our Investment Expertise
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    • Family Office Services
    • Service Levels and Costs
  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
          Corporate Executives
          Professional Service Practitioners
          Female Wealth Creators
          Suddenly Single Individuals
          Multi-Generational Families
          Institutions
          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of December 31, 2025

          See How We Help Individuals and Families
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          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
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          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
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          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
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          Female Wealth Creators
          Female Wealth Creators

          We support women building and managing wealth with personalized planning, tailored investment strategies, coordinated tax and retirement guidance, and long-term legacy planning designed to reflect their goals and values.

          See How We Help Female Wealth Creators
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          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
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          Multi-Generational Families
          Multi-Generational Families

          Our Family Office Division works with multi-generational families with $25M+ in investable assets and extends beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
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          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
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        • Individuals and Families
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Female Wealth Creators
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
  • Meet The Team
    • Wealth Advisors
    • Client Service
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  • Our Offices
    • Atlanta, GA
    • Alpharetta, GA
    • Augusta, GA
    • Sandy Springs, GA
    • Palm Beach, FL
    • Tampa, FL
    • Towson, MD
    • Columbia, MD
    • Charlotte, NC
    • Columbia, SC
    • Greenville, SC
    • Nashville, TN
  • Insights and News
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    • HB Wealth in the News
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HB Wealth in the News

HB Wealth in the News

  • Home
  • Insights and News
  • HB Wealth in the News
A group of people stands in front of a building, holding a long red ribbon for a ribbon-cutting ceremony. They are all dressed in formal attire.

HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of…

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Mike-Landsberg

Mike Landsberg Discusses Retirement Planning Stress Points: FA Magazine and ThinkAdvisor

02/21/2019 HB’s Michael Landsberg sat down with Financial Advisor Magazine and ThinkAdvisor to discuss retirement…

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Homrich Berg Welcomes Philip H. Clinkscales III As Director

  ATLANTA – February 8, 2019 – Homrich Berg is pleased to announce the appointment…

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A person with short light brown hair wearing a suit, light blue shirt, and yellow striped tie is standing indoors. The background is softly blurred, suggesting a window view with natural light.

Homrich Berg Welcomes Philip H. Clinkscales III As Director

02/08/2019   ATLANTA – February 8, 2019 – Homrich Berg is pleased to announce the…

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A woman with long blonde hair is smiling at the camera. She is wearing a dark sleeveless top. The background is blurred, showing indistinct tall buildings.

Stephanie Lang on CNBC!

01/29/2019 Our CIO Stephanie Lang appeared on CNBC‘s Squawk Box this morning where she discussed the…

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Homrich Berg Names Patrick J. McGonigle and Stephen B. Sullivan As New Principals

01/11/2019                       ATLANTA – January…

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Stephanie Lang

Stephanie Lang on CNBC!

01/07/2019 Our CIO Stephanie Lang appeared on CNBC’s Squawk Box this morning where she talked…

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Stephanie Lang

Stephanie Lang On CNBC!

Our CIO Stephanie Lang appeared on CNBC’s Squawk Box this morning where she talked about…

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Mike-Landsberg

Mike Landsberg on Financial Tasks for the New Year

HB’s Mike Landsberg sat down with U.S. News and World Report and MarketWatch to talk…

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Mike-Landsberg

Mike Landsberg Interview with U.S. News

HB’s Mike Landsberg spoke with U.S. News about Inherited IRAs. Read the Full Article Here

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Stephanie Lang

Stephanie Lang on CNBC

Our CIO Stephanie Lang appeared on CNBC’s Squawk Box this morning to discuss the state…

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Andy-Berg

Andy Berg Named in Barrons Top 100 Independent Advisors

Homrich Berg is proud to announce that CEO Andy Berg was named one of the…

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Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year

ATLANTA – September 18, 2018 – Homrich Berg is proud to announce that CEO Andy…

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Stephanie Lang

Stephanie Lang Quoted in CityWire USA

Our CIO Stephanie Spinner Lang met with Amelia Garland of Citywire USA to discuss HB’s…

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Mike-Landsberg

Mike Landsberg in Bankrate.com Article

HB Director Mike Landsberg was quoted in Bankrate.com’s article about how to roll over your…

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Cover of Financial Advisor magazine, July 2018. It features RIA Survey and Ranking 2018 in bold text over a bright burst or spark pattern. Sponsored by Cambridge, with the tagline Knowledge for the Sophisticated Advisor.

HB Among Top 50 Largest RIAs

HB among Top 50 largest RIAs in USA – 2018 Financial Advisor list is out!…

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Text on a light background: FT 300 — the list: the top US registered investment advisers 2018. Atlanta overtakes New York as home to the greatest number of top RIAs.

HB in Financial Times Top 300 US Registered Investment Advisers!

We are proud to announce that we made Financial Times’ Top 300 US registered investment…

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Benjamin-Riddick

Ben Riddick in Financial Times Magazine

HB Principal Benjamin L. Riddick was featured in a recent Financial Times/Financial Advisor IQ article…

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Mike-Landsberg

Mike Landsberg Wins the Personal Financial Planning Standing Ovation

The American Institute of CPAs (AICPA) honored HB Director Mike Landsberg with the Personal Financial…

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Four people stand in front of an open truck filled with cardboard boxes. Three men are giving thumbs up, while one stands inside the truck smiling. They appear to be in a loading area or warehouse.

HB Books and Supplies

HB finds a charitable home for books and supplies during our move to our new…

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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.

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