Founded in 1989 by Andy Berg and David Homrich, Homrich Berg is an independent, fee-only wealth management firm headquartered in Atlanta, Georgia. The company operates as a fiduciary, prioritizing clients' best interests in all financial planning and investment decisions. Its mission is to provide objective, comprehensive financial advice to help clients simplify and manage their financial lives. The firm has grown to become one of the largest independent wealth management firms in the Southeast, serving a diverse clientele of affluent individuals, families, endowments, and corporate retirement plans.

Founded in

United States