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. 

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