Homrich Berg is a distinguished personal wealth management firm based in Atlanta, Georgia, with a legacy of helping families protect, grow, and manage their wealth since 1989. As a fee-only fiduciary, they prioritize their clients' best interests by providing comprehensive financial planning and investment management services. Their extensive offerings include retirement planning, estate planning, tax strategies, charitable planning, and education planning, tailored to meet the diverse needs of families and foundations.

Homrich Berg also specializes in private alternative investments, aiming to enhance portfolio performance beyond traditional assets. Clients benefit from a dedicated team of experienced financial advisors, many of whom hold prestigious certifications such as CFP® and CFA. With a commitment to personal relationships and high-touch service, they act as a family CFO, ensuring a holistic approach to wealth management. Their innovative technology provides clients with 24/7 access to online reporting and interactive planning tools, reinforcing their mission to deliver wealth management built for you.