Frank H. Butterfield, CPA, CFP®, PFS, CFA
Principal

Frank joined Homrich Berg in 1993.  In addition to serving client relationships, Frank has oversight of the Investment Department and monitors the firm's SEC compliance.  Frank's expertise includes investment strategy and financial planning for individuals and families.

Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners.  Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.


Frank is a member of the American Institute of CPAs Personal Financial Planning Division, the Southeastern Hedge Fund Association, the CFA Institute, the North Atlanta Tax Council, the Atlanta Estate Planning Council and the Atlanta Society of Finance and Investment Professionals.

Frank holds or has held a number of board, financial and investment roles at Temple Sinai, the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Atlanta Estate Planning Council and The Sara Giles Moore Foundation.

Frank has been recognized for his exemplary client service and wealth management skills.  In 2004, he was recognized by Robb Report Worth magazine as one of the country's 100 most exclusive wealth advisors and was previously recognized by Worth as one of the country's top financial advisors from 1996-2002 and in 2008.  In addition, Mutual Funds magazine named him one of the country's 100 top financial advisors in 2001 and 2002.  Frank was also named as one of the top advisors in J.K. Lasser's Estate Planning for Baby Boomers and Retirees and New Rules for Estate and Tax Planning, published in 1998 and 2005, respectively.

Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs.  He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications.  Frank earned a bachelor's degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam.

Frank lives in Atlanta with his wife Debbie and has two adult children, Michael and Leah.