Homrich Berg
Homrich Berg is a nationally recognized, independent wealth management firm offering fiduciary, fee-only investment management and financial planning services. Founded in 1989, the firm is a pioneer in providing client-focused, fiduciary financial advice, prioritizing transparency and trust. Homrich Berg delivers a comprehensive approach to asset allocation, portfolio diversification, and active asset management, tailored to meet each client’s unique financial goals. The firm currently manages over $18 billion in assets for high-net-worth individuals, families, and non-profit organizations, combining expert guidance with personalized financial strategies to help clients achieve long-term wealth and security.
ABOUT HOMRICH BERG
Homrich Berg is one of the 50 largest registered investment adviser firms in the country based on assets under management and a top 10 fee-only RIA leader.
The firm is a highly regarded wealth management firm known for providing comprehensive financial services primarily to high-net worth individuals, families, and institutions.
Homrich Berg manages over $18 billion for over 3700 client relationships nationwide. (As of December 31, 2024)
HB SERVICES
Homrich Berg offers tailored investment management services to help clients build and maintain diversified portfolios to meet clients' specific financial goals, risk tolerance and time horizon.
The firm takes a comprehensive approach to financial planning, helping clients develop detailed, long-term plans that address key financial concerns.
Estate Planning and Wealth Transfer.
Homrich Berg places significant focus on estate planning to help clients manage the transfer of wealth to the next generation in a tax-efficient manner.
Tax Planning.
Homrich Berg works closely with clients to optimize tax strategies and ensure tax efficiency across investments and financial decisions.
Family Office Services.
For ultra-high-net-worth families, Homrich Berg offers family office services to help manage complex financial and personal affairs.
Private Markets.
The firm provides access to private investments, which are typically reserved for institutional investors or the ultra-wealthy, including private equity, private real estate, and hedge funds.