Wealth Management Built For You™
Helping Families Protect, Grow, and Manage Their Wealth Since 1989
Fiduciary
“I want an advisor who is acting in my best interest at all times, period.”
We founded our firm in 1989 based on this core principle.
Fiduciary, Comprehensive, and Personal Wealth Management
The HB Difference
Who We Are
Founded in 1989
Providing fee-only fiduciary advice for over 30 years
True Fiduciaries
The foundation of our firm that will never change
Independent
Not owned by bank or brokerage firm
Clients in 46 States
Based in Atlanta and serving clients across the U.S.
98%
Client retention rate
Latest Insights and News
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April Jones
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April Jones2022-09-19 08:00:142022-09-19 09:32:05Homrich Berg Adds Two Senior Leaders In Wealth Planning Roles
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April Jones
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April Jones2022-08-22 12:52:212022-08-22 17:13:47The Retirement Plan Menu of the Self-Employed…and those that work for them.
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Ari Robbins
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Ari Robbins2022-04-18 09:46:582022-08-18 16:43:04Our Approach to Private AlternativesOur Services
Link to: Service Levels and Costs
Service Levels and Costs
Learn more about our HB service levels and costs.
Link to: Financial Planning Services
Financial Planning
Learn more about how HB helps you protect, grow, and manage your wealth so you can relax and enjoy life.
Link to: Investment Management
Investment Management
Learn more about the personalized HB approach to investing.
Link to: Foundations and Nonprofits
Foundations and Nonprofits
Learn more about how HB provides fiduciary investment management to tax-exempt organizations.
Link to: Family Office
Family Office
Learn more about how the HB Family Office division specializes in serving your unique ultra high net worth family’s needs.
Top 100 Independent Wealth Advisors2009 – 2019
300 Top U.S. Registered Investment Advisors2014 – 2020
Top 50 Registered Investment Advisors2010 – 2022
Top 250 Wealth Advisors Award2018-2020
Barron’s Top RIA Firms2020-2022
Financial Planning RIA Leaders List2021
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION REGARDING AWARDS AND RECOGNITION
Top 100 Independent Wealth Advisors
2009 – 2019
300 Top U.S. Registered Investment Advisors
2014 – 2020
Top 50 Registered Investment Advisors
2010 – 2022
Barron’s Top RIA Firms
2020-2022