Adam Shealy

Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.