Abbey Flaum and Isaac Bradley bring depth and expertise to $12B RIA
ATLANTA — September 19, 2022 — Homrich Berg is excited to welcome two key client service additions as Abbey Flaum joins as Managing Director, Family Wealth Strategist and Isaac Bradley joins as Director of Financial Planning. The pair join as the $12 billion RIA continues to bolster its leadership team and enhances its already deep family wealth planning expertise. Flaum and Bradley share a similar background in complex tax and estate planning law, while Bradley also served clients as a wealth planner and accountant during his career.
“We’re excited to have Abbey and Isaac join the HB team,” said Thomas Carroll, president of Homrich Berg. “As we continue to grow, both will play an instrumental role in not only helping to serve clients directly but also providing resources to our advisor teams that will help them provide the HB standard of service to our clients.”
As Family Wealth Strategist at Homrich Berg, Flaum will focus on providing complex estate and tax planning advice for clients with taxable estate situations, while also serving as a central resource for all HB client service teams on estate planning issues. She has spent 16 years in private law practice in trusts and estates, most recently as a shareholder with Cohen Pollock Merlin Turner, and has been an active leader in the Atlanta community for many years.
“In my years of law practice, I was continually impressed by the thought, care, and personalized involvement that Homrich Berg advisors committed to the estate planning process for clients we shared,” Flaum said. “Like me, HB advisors worked to earn their clients’ trust, which is integral in the creation of any strong relationship. The opportunity to create the Family Wealth Strategist role at such a quality institution committed to deep client service was irresistible, and the fact that Homrich Berg placed significant value in creating this role demonstrates the firm’s commitment to holistically and meaningfully planning for its clients.”
As the Director of Financial Planning at Homrich Berg, Bradley will use his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, and charitable planning issues. He will be responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes. Bradley is joining HB from Wells Fargo where he served as a Senior Wealth Planner for five years.
Bradley echoed the sentiments of Flaum about Homrich Berg’s client-centric culture: “I’ve always shared HB’s client-first mindset. Having a technical background and being client-facing allows me to work with clients to educate and enhance their financial lives while also providing our advisor teams with resources to serve their clients well.”
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $12 billion for more than 2,000 family relationships nationwide.
Contact:
Rodneya Ross
Gregory FCA for Homrich Berg
610-228-2093
rodneya@gregoryfca.com
