Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...

Homrich Berg hires an advanced tax planning specialist, and Synovus Financial names a new CEO of its family office unit. Two Georgia financial services companies have made executive moves in a key ...

Homrich Berg, the Atlanta-based RIA with $18 billion in assets under management, is bolstering its appeal to well-heeled clients with a strategic hire to bolster its wealth planning. On Monday ...

Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has hired Tim Tallach as director of advanced tax planning and family office services, a newly created role within the HB ...

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...

Notably, the acquisition is the first since hiring Andrew Page, Head of Corporate Development at Homrich Berg, to lead its mergers and acquisitions activities. The WMS acquisition will bring HB ...

"We are in a new world of higher interest rates that we haven’t seen for 10-plus years since the Great Financial Crisis," Jeff Rosengarten, a principal at Homrich Berg in Atlanta, said in an email.

"Tim's appointment marks a significant enhancement in our ability to offer specialized tax guidance to clients," said Thomas Carroll, President and CEO of Homrich Berg. "His established track ...

Homrich Berg said two weeks ago that it had reached a definitive agreement to buy WMS Partners in Towson, Maryland. GCG Advisory Partners, of Charlotte, North Carolina, said in October it had ...

“For us, every firm that joins Homrich Berg must be a cultural fit and share our strong belief in putting clients first through high-touch, fee-only comprehensive wealth management aligned with ...