HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...
“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 ...
Homrich Berg hires an advanced tax planning specialist, and Synovus Financial names a new CEO of its family office unit. Two Georgia financial services companies have made executive moves in a key ...
Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has hired Tim Tallach as director of advanced tax planning and family office services, a newly created role within the HB ...
Homrich Berg, the Atlanta-based RIA with $18 billion in assets under management, is bolstering its appeal to well-heeled clients with a strategic hire to bolster its wealth planning. On Monday ...
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Charlotte-based GCG Advisory Partners acquired First Fidelity Financial Group, the company announced Jan. 13. Headquartered ...
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
“I like the idea of alternative investments becoming more accessible to more people,” said Jonathan Farr, private markets director at Homrich Berg in Atlanta. “However, my concern is that we ...
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