Homrich Berg
Overview
Homrich Berg is a national independent wealth management firm based in Atlanta, Georgia, offering fiduciary, fee-only investment management and financial planning services. Founded in 1989, the firm manages over $25 billion for more than 4,500 client relationships nationwide. Their services include financial planning, investment management, private alternatives, foundations & nonprofits, and family office services tailored to fit clients' needs. The firm operates offices in Atlanta, Alpharetta, Augusta, and Sandy Springs, Georgia, as well as locations in Palm Beach and Tampa, Florida; Baltimore, Maryland; Metro Washington, D.C.; Nashville, Tennessee; and Columbia and Greenville, South Carolina. Homrich Berg serves a diverse clientele, including multi-generational families, institutions, business owners, corporate executives, professional athletes, women, and young professionals. The firm's team comprises over 300 employees committed to providing personalized, high-touch service. Homrich Berg emphasizes a fiduciary approach, always acting in the best interests of clients, and is a fee-only registered investment adviser. The firm has been recognized in various industry rankings, including Barron's Top RIA Firms and Financial Advisor's Top 50 Registered Investment Advisors. Homrich Berg's investment philosophy integrates traditional investments with private alternative options, aiming to enhance long-term performance and financial well-being for its clients. The firm's commitment to fiduciary principles and comprehensive wealth management has established it as a leader in the financial advisory industry.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Homrich Berg
What sectors does Homrich Berg invest in?
Homrich Berg invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Atlanta, Georgia, United States. Homrich Berg is listed as a family office in the ConnectSafely investor database.
What stage does Homrich Berg invest at?
Homrich Berg backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Homrich Berg invest in?
Homrich Berg invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Homrich Berg?
Team members listed for Homrich Berg include Michelle Padron (Chief of Staff) and John D. Champagne (Director).
What companies has Homrich Berg invested in?
Homrich Berg's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Homrich Berg?
Homrich Berg's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database