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.

Robin Aiken

Principal

Cody Collins

Associate

Tana Gildea

Principal

Wayne Moss

Principal

Michael A. Woocher

Chief Advisory Officer and Principal

1 past transactions

WMS Partners

Acquisition in 2024
WMS Partners is a wealth management firm and family office based in Towson, Maryland, established in 1993. It provides comprehensive wealth planning, investment management, and family-legacy advisory for high-net-worth individuals and families. The firm acts as fiduciaries, coordinating with a network of professionals such as accountants, attorneys, consultants, insurance professionals, and philanthropic advisors to help clients manage all aspects of their financial life.
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