Homrich Berg
Homrich Berg is a wealth management firm headquartered in Atlanta, Georgia, established in 1989. The firm specializes in fiduciary fee-only investment management and financial planning services. Its offerings encompass a range of services, including asset management, manager selection, risk management, rebalancing portfolios, and alternative investments. Additionally, Homrich Berg serves various clients, including foundations, nonprofits, and family offices, with a focus on tailored financial planning and investment strategies. As a Registered Investment Adviser, the firm is committed to providing fiduciary services that prioritize the interests of its clients.
Top Stages
1 past transactions
WMS Partners
Acquisition in 2024
WMS Partners, LLC is a wealth management firm based in Towson, Maryland, with an additional office in Columbia, Maryland. Founded in 1993, it specializes in providing comprehensive financial advisory services to high net worth individuals and families, offering expertise in areas such as wealth planning, investment management, estate planning, and risk management. The firm operates as a family office alternative, focusing on a fiduciary approach that allows clients to concentrate on their personal and family priorities rather than financial concerns. WMS Partners collaborates with various service providers, including accountants and attorneys, to deliver tailored solutions. The firm employs a long/short investment strategy and engages in fundamental, technical, and cyclical analysis, utilizing both in-house and external research to inform its investment decisions.
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