Homrich Berg Wealth Management

3550 Lenox Rd NE
Suite 2700

Atlanta, GA 30326

404-264-1400

About Homrich Berg Wealth Management

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^™.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

100-499

Services

Compliance

Firm Information

Compensation and Fees

Disclosures

https://homrichberg.com/resources/form-adv/

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892432/retirementplanning-Homrich-Berg-Wealth-Management-detailed-disclosure.html

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