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 ...

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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 ...

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 ...

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.

US-based wealth advisor Homrich Berg Wealth Management (HB) has agreed to acquire WMS Partners, a Maryland-based multi-family office and registered investment adviser (RIA). This acquisition will ...

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 ...

"Growth rates are picking up from 2024 to 2025," said Stephanie Lang, chief investment officer at Homrich Berg in Atlanta, and "what we view as a positive is the broadening out of earnings." ...

“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 ...