Homrich Berg

Homrich Berg is a national independent wealth management firm based in Atlanta, Georgia, offering fiduciary, fee-only investment management and financial planning services. Founded in 1989, the firm manages over $25 billion for more than 4,500 client relationships nationwide. Their services include financial planning, investment management, private alternatives, foundations & nonprofits, and family office services tailored to fit clients' needs. The firm operates offices in Atlanta, Alpharetta, Augusta, and Sandy Springs, Georgia, as well as locations in Palm Beach and Tampa, Florida; Baltimore, Maryland; Metro Washington, D.C.; Nashville, Tennessee; and Columbia and Greenville, South Carolina. Homrich Berg serves a diverse clientele, including multi-generational families, institutions, business owners, corporate executives, professional athletes, women, and young professionals. The firm's team comprises over 300 employees committed to providing personalized, high-touch service. Homrich Berg emphasizes a fiduciary approach, always acting in the best interests of clients, and is a fee-only registered investment adviser. The firm has been recognized in various industry rankings, including Barron's Top RIA Firms and Financial Advisor's Top 50 Registered Investment Advisors. Homrich Berg's investment philosophy integrates traditional investments with private alternative options, aiming to enhance long-term performance and financial well-being for its clients. The firm's commitment to fiduciary principles and comprehensive wealth management has established it as a leader in the financial advisory industry.