The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.

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The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the addition of Tim Tallach, J.D., CPA, as Director of Advanced Tax Planning and ...

"We are in a new world of higher interest rates that we haven’t seen for 10-plus years since the Great Financial Crisis," Jeff Rosengarten, a principal at Homrich Berg in Atlanta, said in an email.

Homrich Berg said two weeks ago that it had reached a definitive agreement to buy WMS Partners in Towson, Maryland. GCG Advisory Partners, of Charlotte, North Carolina, said in October it had ...

"Growth rates are picking up from 2024 to 2025," said Stephanie Lang, chief investment officer at Homrich Berg in Atlanta, and "what we view as a positive is the broadening out of earnings." ...

“For us, every firm that joins Homrich Berg must be a cultural fit and share our strong belief in putting clients first through high-touch, fee-only comprehensive wealth management aligned with ...