Homrich Berg

Have you ever thought about writing down your journey and accomplishments and leaving a lasting legacy? In Jimmy Trimble's next blog in his "Beyond The Numbers" series, he provides a guide for writing and publishing your memoir. Read more here: https://bit.ly/3Y1bs1x #homrichberg #fiduciary #feeonly #wealthmanagement

The election is now behind us, but what does it mean for estate planning? Abbey Flaum goes through what we know, what we think, and what to do. https://bit.ly/4fnrsCm #homrichberg #fiduciary #feeonly #financialadvisors #financialplanning #ria #financialplanners #wealthmanagement #wealthmanagementservices

Who We are Wednesday - April Jones Click the link to read April's full bio: https://bit.ly/3NQmq5h #homrichberg #fiduciary #feeonly #financialadvisors #financialplanning #ria #financialplanners #wealthmanagement #wealthmanagementservices

Homrich Berg President and CEO Thomas Carroll, CFP® joins Atlanta Business Radio's Business RadioX® to discuss HB's growth efforts and how the firm assists clients through their financial lives. Learn more here: https://bit.ly/40JppUC #homrichberg #fiduciary #feeonly #wealthmanagement

We teed off for Big Brothers Big Sisters of Metro Atlanta recently at their 13th annual Bigs Swing Fore Littles golf tournament. This event raised more than $114K to support mentoring relationships for the youth of Metro Atlanta. Brian Sipple, CFP®, Solomon Cohen, Danny Reagan, and Charlie Gilroy, MBA won second place in the golf tournament! Way to go! #Homrichberg #RIA #Fee-only #Fiduciary #Wealthmanagement

The American Jewish Committee recently held their 2024 National Human Relations Award dinner which honored Donna Hyland, CEO of Children's Healthcare of Atlanta. Abbey Flaum, Billy Levine, Michael Woocher, Frank Butterfield, and Jeff Rosengarten, CFP® attended this wonderful event. #Homrichberg #RIA #Fee-only #Fiduciary #Wealthmanagement

Cindy Wilson, CFP®, Emilee Kersten, Emily Bentley, Joanna Irwin, Abbey Flaum, and Lauren Vick Burthey were excited to attend The Atlanta Women's Foundation's Numbers Too Big To Ignore annual luncheon which raised over $1.5 million to help improve the lives of women and girls throughout metro Atlanta! Amazing support for this wonderful organization! #Homrichberg #RIA #Fee-only #Fiduciary #Wealthmanagement #Financialadvisor

We were proud to sponsor the Drake Davis Foundation, Inc.'s recent charity golf tournament! Zachary Pearson, Andrew Robertson, CFP®, Milton Pullen, CFP®, and Mitchell Phillips, CFP® hit the course to help raise awareness about suicide and prevention. This wonderful organization awards scholarships in memory of Drake Davis to high school seniors with outstanding leadership, character, and community service qualities. #Homrichberg #Community

ICYMI: We're excited to announce our continued expansion in Florida with a new office in Tampa! Larry Parkin and a team of 11 professionals join HB in the Sunshine State, bringing holistic, fee-only advice and support to more clients across the state. Read more here: https://bwnews.pr/4hnWVFJ