Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year!

Red background with gold confetti. Text: Homrich Berg is a 2025 InvestmentNews Awards Excellence Awardee Finalist: RIA Firm of the Year! with InvestmentNews Awards logo and the number 25. Homrich Berg logo at the bottom.

We’re excited to announce that Homrich Berg is shortlisted as an Excellence Awardee finalist as part of the annual InvestmentNews Awards for RIA Firm of the Year. This nomination reflects the hard work and expertise of our entire team, and we’re proud to share this achievement!


Check out the full list here: https://investmentnewsawards.com/winners-and-excellence-awardees/2025-winners-excellence-awardees/

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

Related Insights & News

A large group of graduates wearing caps and gowns gather outdoors, facing forward. Sunlight filters through trees in the background, creating a celebratory and bright atmosphere.

Unused 529 Plan Funds Explained: Flexible Planning Strategies for Families

Saving for education often begins years before anyone knows where a child will attend school….

Read More

A business professional in a suit smiles beside text that reads, Economic and Market Perspective: The Impact of the K-shaped Economy. The name Ross Bramwell, CFA, and HB Wealth are shown. Background is blurred office setting.

The Impact of the K-shaped Economy

What is a “K-shaped” economy, and why does it matter in 2026? In this video,…

Read More

A bride and groom walk barefoot along a sandy beach at sunset, holding hands and facing the ocean. The sky is partly cloudy, and the sunlight creates a warm, romantic atmosphere.

Warm Socks for Those Cold Feet: How Prenups Strengthen Marriages and Protect Family Wealth

Marriage is built on love, commitment, and shared dreams. For business-owning and enterprising families, it…

Read More

Two people sit at a news desk discussing Rotation Out of Tech Deepens on Yahoo Finances Market Domination, with a blue background and a laptop and coffee cup on the table.

Tech and Financials Sector Outlook: Insights from Yahoo! Finance

Gina Martin Adams joined Josh Lipton on Yahoo! Finance’s Market Domination to break down the…

Read More

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.