Homrich Berg (HB) is an independent wealth management firm based in Atlanta, Georgia, founded in 1989 by Andy Berg and David Homrich. As a fee-only fiduciary, the firm specializes in providing comprehensive financial services to high-net-worth individuals, families, and nonprofit organizations. With over $18 billion in assets under management, HB serves more than 3,700 client families across 48 states. The firm operates as a registered investment adviser and is recognized among the top 50 U.S. RIAs by assets under management. Homrich Berg emphasizes trust, integrity, and confidentiality, boasting a client retention rate of over 98%. Its team includes 49 principals and more than 200 employees, focusing on personalized wealth management, estate planning, tax optimization, and philanthropic strategies. The firm is committed to a customized approach to portfolio construction, ensuring alignment with fiduciary standards while avoiding proprietary products.