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 60 employees
  • Providing objective investment counsel and financial planning for over 500 families representing roughly $2.6 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