• Happy Multi-Generational Family Walking

    Serving Families for 25 Years

    • Unbiased, Fee-Only Advisor
    • Investment Management & Financial Planning Expertise
    • Your Financial Team Quarterback
    • Customized Portfolios Aligned With Your Goals
    • Access To Alternative Investments
    • Consolidated Online Reporting
    • High Touch Personal Service
    • Family Office Services

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What We Do for You


Homrich Berg brings a comprehensive approach to wealth management, combining our expertise in investment management and financial planning to assist our clients as they seek to achieve their unique goals.

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HB Online provides you direct access via web browser or iPad app to a consolidated view of all of your investments and their performance, including alternative investments.

HB Online

2013 Schwab Impact Awards® Winner for Best-in-Business

The 2013 Best-in-Business IMPACT Award honors Homrich Berg for its vision, achievement, and leadership delivered since 1989. Learn more about Homrich Berg and why they were honored.

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