HB Wealth

Homrich Berg is a distinguished personal wealth management firm located in Atlanta, Georgia, dedicated to assisting families in protecting, growing, and managing their wealth since 1989. As a fee-only advisory firm, Homrich Berg prides itself on being fiduciaries, ensuring that clients receive unbiased advice tailored specifically to their financial needs. The firm offers a comprehensive suite of services, including financial planning, investment management, tax planning, estate planning, retirement and education planning, as well as private alternatives and family office services.

Known for its commitment to high-touch service, the company employs a diverse team of over 200 professionals, many of whom hold prestigious designations such as CFP® and CFA. Clients benefit from personalized strategies designed to enhance their financial well-being through targeted investment management and innovative approaches. With an impressive 98% client retention rate, Homrich Berg remains a trusted partner for families across the United States, leveraging technology for seamless access to financial insights and support.