We're proud to share that Homrich Berg, CEO Thomas Carroll, has been named an Excellence Awardee finalist for CEO of the Year in the 2025 InvestmentNews Awards. A well-earned honor for outstanding leadership! bit.ly/44fTNYz #INAwardsUS #Homrichberg

Homrich Berg is proud to be among the Excellence Awardees finalists for RIA Firm of the Year in the annual InvestmentNews Awards. Congratulations to the team for this outstanding recognition! Click here to see the full list: bit.ly/44fTNYz #INAwardsUS #Homrichberg

Congratulations to Stephanie Lang on 20 years with HB! Thank you for your years of commitment to HB and our clients. This is an amazing milestone! Get to know Stephanie: bit.ly/4bWUibJ #Homrichberg #Milestoneanniversary #HB

Who We are Wednesday - Demi Olatunbosun, CFP® Click the link to read Demi's full bio: bit.ly/42opj5p #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Please join us in welcoming Alex, Todd, Keaton, Naomi, and Brandon to the HB team! bit.ly/3wajFTP #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Cheers to Greg Herbert and Sharon Snyder on celebrating 10 years with HB today! This exciting milestone represents your commitment to your clients and HB. Thank you, and congratulations! Get to know Greg and Sharon: bit.ly/3wajFTP #Homrichberg #Milestoneanniversary #HB

Please join us in welcoming Helen, Dawn, and Onyi to the HB team! #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Who We are Wednesday - Michael Fernandez Click the link to read Michael's full bio: bit.ly/3zx4pRV #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

HB is active in the community, organizing service opportunities throughout the year, and serving as leaders in local nonprofit organizations. #Homrichberg #RIA #Feeonly #Fiduciary #Wealthmanagement #HBserves

Please welcome Laura Carr to the HB management team! Learn more about Laura: bit.ly/3HOArjT #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Let’s celebrate! Congratulations to Adam Shealy on 10 years with HB. This is an exciting milestone! Thank you for your ongoing commitment to your clients and HB! Get to know Adam: bit.ly/41qbIc5 #Homrichberg #Milestoneanniversary #HB

Please join us in welcoming Greg to the HB team! bit.ly/3GzSEl7 #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Who We are Wednesday - Ford Donohue, CFA Click the link to read Ford's full bio: bit.ly/45YnHkM #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

We accept nothing less from our firm and our people, and we believe hard work and attention to detail are critical in our complex and evolving profession. Learn more: bit.ly/3Sb8xyh #Homrichberg #RIA #Feeonly #Fiduciary #Wealthmanagement

Please join us in welcoming Lola, Bennett, Katie, and Keir to the HB team! #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Who We are Wednesday -Sarah Markwalter, CFA, CFP® Click the link to read Sarah's full bio: bit.ly/4l5N1JC #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

Please join us in welcoming Katie, Tanzi, Meredith, and Peter to the HB team! #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

We are excited to announce that Homrich Berg is now HB Wealth — a name that honors our 35+ year legacy and unites all of our teams under one modern, client-focused identity. Learn more about our new brand: bit.ly/471CwUl #HBWealth

We’re proud to introduce our updated brand, HB Wealth. Our mission is to bring unwavering financial peace of mind to the clients we are privileged to serve. We do this by delivering comprehensive advice and concierge-level care through a fee-only fiduciary approach. #HBWealth

In addition to changing our name, we’ve also launched an updated website: hbwealth.com! We invite you to explore the new site to learn about The HB Wealth Difference, who we serve, and our 300+ dedicated team members working with clients across the country. #HBWealth