Business Details
37 Years
experience
Trusted Fee-Only Fiduciary Wealth Management Services
Homrich Berg, founded in 1989, is a fee-only fiduciary wealth management firm with over 300 employees across 11 offices. We manage $25+ billion in assets, prioritizing client interests through credentialed expertise (CFA, CFP, and CPA professionals) and comprehensive services including financial planning, investment management, and family office solutions. Our concierge-level care and 98% client retention rate reflect our commitment to enduring financial peace of mind. Recognized as a top 10 fee-only RIA, we serve individuals, families, institutions, and high-net-worth clients across 48 states. 
Services
Wealth Advisory Services
Investment Management
Family Office Services
Institutional Services
Private Market Investments
Financial Planning
Tax Planning
Estate Strategies
Portfolio Design
Risk Management
Details
- Year established: 1989
Highlights and features
- Fee-only fiduciary approach aligning actions with client interests
- Credentialed experts including CFA charterholders and CFP professionals
- Comprehensive advice integrating financial planning, tax, and estate strategies
- 30+ years of private market investing expertise
- Concierge-level care with personalized support for all financial decisions
Associations and certifications
- SEC
- CFA Institute
- Certified Financial Planner Board of Standards
What people say
98% client retention
Credentialed experts
Comprehensive advice
Fee-only fiduciary
Private market expertise
Services
Wealth Advisory Services
Integrated financial planning and advice designed to help protect, grow, and manage wealth. Tailored to individual goals, offering tax planning, estate strategies, and comprehensive financial forecasts. Delivers personalized solutions through credentialed advisors with CFA and CFP certifications.
Investment Management
Personalized portfolios targeting risk-adjusted returns aligned with client goals. Combines public and private market expertise, including private equity and real estate, with rigorous risk management and transparent reporting for long-term growth.
Family Office Services
Multi-generational family office solutions with consolidated reporting, entity structuring, and administrative support. Focuses on tax optimization, insurance reviews, and family education to preserve wealth across generations.
Institutional Services
Outsourced Chief Investment Officer services for corporations, endowments, and nonprofits. Provides mission-aligned investment strategies, fiduciary governance, and customized reporting to align portfolios with organizational goals and liquidity needs.
Private Market Investments
Access to private equity, credit, and real estate opportunities with 30+ years of expertise. Offers diversified access vehicles and direct investments, emphasizing due diligence, manager selection, and risk-adjusted returns for accredited investors.
Questions
What is HB Wealth's fee-only fiduciary approach?
HB Wealth acts solely in clients' best interests without product sales or commissions, ensuring transparent, conflict-free advice aligned with long-term goals.
How does HB Wealth handle financial planning?
We integrate tax, estate, and investment strategies into personalized financial plans, updated regularly to reflect life changes and market conditions.
What services are offered for institutions?
HB Wealth provides OCIO services, including portfolio management, governance support, and customized reporting for endowments, foundations, and corporations.
How are investment fees structured?
Fees start at 1.25% of assets under management, decreasing as assets grow, with transparent pricing and no hidden costs.
What private market investment options exist?
HB Wealth offers access to private equity, real estate, and credit funds, with diversified vehicles and direct investments for accredited investors.
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