About Us

Homrich Berg (HB) is an independent wealth management firm based in Atlanta that serves select clients throughout the country. We offer objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one.

Our goal is simple: to make sure our clients feel confident and comfortable where their financial future is concerned.

Our Investment Philosophy

  • Independence and objectivity
  • Tactical allocation of assets
  • Active due diligence
  • Institutional-quality managers
  • Customized portfolio planning

Our History

HB was founded in 1989 in Atlanta by Andy Berg and David Homrich to fill a growing need in the financial services industry — individualized and objective wealth management services for high-net-worth families, individuals and not-for-profit organizations. With a core belief that investors deserve conflict-free advice, HB was formed to provide comprehensive financial planning and investment advisory services on an independent, fee-only basis.

Understanding that trust, integrity and confidentiality are essential in providing clear counsel to affluent individuals, HB has worked diligently to create a comfortable environment for its clients.  In spring 2008, HB opened its second office in Atlanta to accommodate its growing presence in northern Atlanta communities.

Our Clients

We serve more than 400 families. Our client base is made up of corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions.