Homrich Berg
3550 Lenox Road Northeast, Atlanta, GA 30326
About the Business
Homrich Berg is a finance institution located at 3550 Lenox Road Northeast in Atlanta, Georgia, United States. Since 1989, we have been dedicated to helping families protect, grow, and manage their wealth. As a fiduciary firm, we offer comprehensive and personal wealth management services with the HB Difference. Our team of client service professionals hold or are seeking the CFP® and/or CFA designations, ensuring real knowledge and expertise in financial planning. We offer a range of investment options, including private alternative investments, to target improved long-term performance. Our goal is to serve as your family CFO, handling all your financial needs and saving you time and money. With industry-leading technology and high-touch service, we provide personalized advice and support to help you stay on track towards your financial goals. Please note that past performance is not a guarantee of future results, and all investing involves risk. Visit us at one of our locations in Atlanta, Alpharetta, Sandy Springs, Palm Beach Gardens, or Nashville to learn more about how we can help you protect and grow your wealth.
Photos
Location & Phone number
3550 Lenox Rd NE #2700, Atlanta, GA 30326, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I recently started working with Homrich Berg and immediately noticed the difference between this firm and others. They’re very attentive to my needs, pay close attention to detail, and are extremely professional. Highly recommend."
"We have worked with HB for three years and they have made a huge difference for our family. They are so patient and helpful whenever we have any questions. They are very responsive and always provide us with valuable information"
"I have used HB and their team for years. I can't recommend them enough! They are super professional and have given me and my family great advice for many years now."
"The investment strategy they devised was incoherent and they literally "lost" some of the investments accounts they setup for me. My accountant needed to track them down. These guys are frightening."
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- Tax Advisor
- Audit & Consulting
- Cfa Designation
- Cfp Certification
- Client Service Professionals
- Estate Planning
- Family Cfo
- Family Wealth Protection
- Fiduciary Firm
- Finance Institution
- Financial Planning
- Generational Wealth
- High-Touch Service
- Industry-Leading Technology
- Inheritance Planning
- Investing Strategies
- Investment Options
- Legacy Management
- Long-Term Performance
- Personalized Advice
- Private Alternative Investments
- Retirement Planning
- Risk Management
- Succession Planning
- Tax Efficiency
- Wealth Management
- Wealth Preservation
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