Homrich Berg Names James M. Ruff as Principal

January 8, 2018

ATLANTA – 1/8/2018 – Homrich Berg (HB) is pleased to announce the appointment of James (Jaime) M. Ruff, CFP®, as the newest Principal for the firm. “Jaime has consistently exhibited dedication to HB and his clients,” said Andy Berg, co-founder and CEO of Homrich Berg. “My partners and I are proud to welcome him as the newest owner of HB.”

Jaime has been with Homrich Berg for over eighteen years, and holds a bachelor’s degree in finance from Georgia State University. His primary specialty is retirement planning. Jaime is an active member of the National Association of Personal Financial Advisors (NAPFA), and is a past leader of its Atlanta Study Group. He’s also a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution.

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. 

Learn More

Related Insights & News

Two business professionals walk on a modern rooftop terrace with city buildings in the background. The woman is holding a tablet and talking, while the man listens attentively. Both are dressed in business attire.

Business Owner Pre-Sale Planning: Exit Planning Strategies to Maximize Business Value

For established business owners, business owner pre-sale planning is not simply about preparing to sell…

Read More

Tall electricity pylons with power lines stretch across a green field under a blue sky with scattered clouds; trees and distant mountains are visible in the background.

Bubbles and Breakthroughs: How Should Investors Respond?

This article is the fourth and final installment in our four-part series examining artificial intelligence…

Read More

Five people sit around a table enjoying a meal on a brick patio outside a modern wooden cabin at sunset, with string lights above and a lush green forest in the background.

Estate Planning Strategies for Multi-Generational Families Below the Federal Estate Tax Exemption

Key Takeaways Estate planning is often associated with avoiding federal estate taxes. Yet many families…

Read More

Modern glass office building viewed from a low angle against a blue sky with light clouds, showing reflective windows and sleek architectural lines.

Labor Markets and the Future of Work

This is the third installment in our four-part series examining artificial intelligence (AI) through a…

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.