Lee Van Leuvan Joins Homrich Berg

July 16, 2013

Lee Van Leuvan Joins Homrich Berg

ATLANTA – Homrich Berg, a leading national independent wealth management firm based in Atlanta, is pleased to announce that Lee Van Leuvan, President of LVL Financial, has joined Homrich Berg.

LVL founder Lee Van Leuvan, CERTIFIED FINANCIAL PLANNER ™, has a 30 year history of serving clients in the Atlanta area and plans to continue providing financial planning to her clients for many more years at HB.  HB will open another Atlanta area office in the Northcreek office park where LVL Financial is currently located.

Andy Berg, CEO and founder of Homrich Berg said, “Homrich Berg is tremendously fortunate to be joining forces with Lee.  She has done an outstanding job of building a firm full of loyal clients.  Her commitment to client service aligns perfectly with us.”

Mrs. Van Leuvan added, “I have been excited about the response of my clients to the new wide range of services available to them, including consolidated online reporting and a myriad of investments that Homrich Berg offers its clients.  This is a real win-win for our clients and I am thrilled to be joining this outstanding firm.”

Mrs. Van Leuvan expects to bring approximately $350 million of assets under management to Homrich Berg.  Upon completion of the transition, Homrich Berg’s assets under management are expected to eclipse the $3 billion mark.

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

A man in a white coat touching a womans shoulder.

Aging Solo: Planning Your Healthcare Needs and Wishes

For many newly single women, one of the most important, and sometimes overlooked, aspects of…

Read More

An older couple sits on a couch at home, looking at documents together. The man holds papers while the woman points at them, both appearing focused. A laptop is open on the table in front of them.

Life Changes. So Did The Law: What the One Big Beautiful Bill Act Means for Your Estate Plan

Ever since the passage of the “Tax Cuts and Jobs Act” (TCJA) in 2017, taxpayers,…

Read More

Older woman with gray hair and glasses, wearing a cozy sweater, sits outdoors by the sea, smiling at a laptop on a wooden table. A smartphone and coffee cup are also on the table.

Protecting The Suddenly Single Woman Online

A common concern addressed during client meetings this past year was “How do I protect…

Read More

A smiling older man with gray hair and a beard stands with arms crossed, wearing sunglasses and a striped shirt, in front of a marina with blurred boats in the background on a sunny day.

You Can Outsource More Than You Think: A Lifestyle Strategy for Busy Professionals

Success brings freedom, but it also brings complexity. The more you achieve, the more your…

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.