Atlanta, GA 30326
4042641400
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You™.
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Firm Start Year
1989
No. of Employees
100-499
Firm CRD#
316731
Work with the following types of clients
Families, insitutions, nonprofits, foundations, and corporations
Advisory Services Provided
Financial Advice & Consulting, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm's Number of Clients
4,012
Firm's Number of Planning Clients
3,633
Firm's Number of Managed Clients
4,012
Assets Managed by Firm
$17,140,521,716
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892432/financialplanners-Homrich-Berg-Wealth-Management-detailed-disclosure.html