Why Choose HB

Homrich Berg provides objective financial planning and investment counsel, using the resources found in a large firm, while giving you the personal attention expected from a smaller one. Our goal every day is to make sure our clients feel confident and comfortable in the management of their assets.

A few characteristics that set us apart include:

• We are fee-only, which means we take no commissions and are objective in our analysis and recommendations.
• We value long-term relationships with our clients, serving more than 500 clients nationwide, including corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions.
• Most of our professionals are Certified Public Accountants (CPAs), Certified Financial Planners (CFP^®) or Chartered Financial Analysts (CFAs).