The Homrich Berg Difference

All advisory firms are not the same. Homrich Berg as a firm provides key distinct advantages based on its history, its ownership, its values, and how it operates that are important to keep in mind as you consider who you work with on your most important family financial issues:

HB DifferenceWhy It Matters

Independent & Objective Advisor

  • HB has no incentive to use certain managers or firms – no ties to a bank or accountant or brokerage

Fee Only Advisor Paid Only by Clients

  • HB clients should never worry about hidden fees or commissions clouding HB’s focus on the client’s goals because of HB’s independence.  This has always been our approach.

Fiduciary Standard

  • HB must put the client first, unlike a brokerage firm or investment bank that is not legally required to do so

Experienced and Successful Firm

  • Twenty years of experience with over fifty employees serving clients as a total team of experts
  • Access to unique alternative investments and leading managers as a result of being one of the largest independent advisory firms in the U.S.