Who Is Homrich Berg?

Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout 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 secure about their financial future. 

At the core, Homrich Berg is simply an:

• Independent wealth management firm based in Atlanta
  
• Serving select clients across the Southeast and U.S. with an experienced team of over 50 employees
  
• Providing objective investment counsel and financial planning for over 400 families representing roughly $1.9 billion in assets
  
• Giving clients access to the expertise, resources and investment options of a large firm
  
• Delivering the customized service and personal attention of a small firm
  
• Giving our clients comfort and confidence about their financial future