Homrich Berg,

3740 Executive Center Dr, Augusta, GA 30907, United States

Homrich Berg is a finance institution located at 3740 Executive Center Drive in Augusta, Georgia, United States. Since 1989, Homrich Berg has been dedicated to helping families protect, grow, and manage their wealth. As a fiduciary, comprehensive, and personal wealth management firm, Homrich Berg delivers services with the HB Difference, ensuring that clients' best interests are always the top priority.

The majority of client service professionals at Homrich Berg hold or are seeking the CFP® and/or CFA designations, providing clients with real knowledge and expertise. The firm's investment experts carefully analyze private alternative investments to target improved long-term performance in combination with traditional investments.

Homrich Berg serves as a family CFO, handling investments and planning issues to save clients time and money. The firm invests in industry-leading financial planning and investment reporting software to provide clients with easy online access and simplify meetings. With a commitment to high-touch service and personal relationships, Homrich Berg's team works with clients for the long term.

Homrich Berg is based in Atlanta and serves clients across the U.S. The firm recently welcomed Michael A. Woocher as the new Chief Advisory Officer and Principal. Please note that past performance is not a guarantee of future results, and all investing involves risk.

For those interested in protecting their family's digital legacy, Homrich Berg offers tips beyond the numbers. The firm has multiple locations, including offices in Alpharetta, Sandy Springs, Palm Beach Gardens, and Nashville. Please see important disclosure information regarding awards and recognition, and remember that the above information is not a recommendation to purchase or sell a particular security and is not legal, investment, or tax advice.