ATLANTA--(BUSINESS WIRE)--Aug 1, 2023--
Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the addition of Calvary Wealth, a $145 million RIA based in Augusta, GA and Columbia, SC. The deal, which closed yesterday, resulted in HB’s assets under management reaching nearly $14 billion. Homrich Berg also recently opened an office in Nashville, TN, and the firm continues to have conversations with other advisors and firms across the region as it pursues talented professionals whose beliefs align with the firm’s independent, fee-only, fiduciary full-service approach to wealth management.
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Bill Cleveland CFP®, CPA (Photo: Business Wire)
Bill Cleveland, CFP®, CPA has joined the firm as Principal after leading Calvary Wealth for 19 years. Bill is no stranger to Homrich Berg, having worked at the firm early in his career before moving to Augusta to found Calvary Wealth in 2004. In an effort to continue to foster growth for his firm, Cleveland identified the need for greater resources to serve his client base which led him back to Homrich Berg. HB provides the internal resources, executive management, private investments, and technology platform to allow advisors who join the firm to focus on clients and offer them an enhanced client experience.
“We’re very fortunate to have Bill return to Homrich Berg via this merger,” stated Andy Berg, co-founder and CEO of Homrich Berg. “Bill did an outstanding job when he worked at HB and we stayed in touch over the years, knowing that we share common core values with the focus on serving our clients. We are also excited to continue to expand across the Southeast region.”
“Given my respect for the people I previously worked with and the culture at HB, I felt this combination ensured our clients’ experience will remain excellent while giving us a path for continued growth,” said Cleveland. “I am excited to return to HB where I learned so much at the beginning of my career. Through this partnership, we look forward to leveraging the expertise and strength of Homrich Berg to offer our clients enhanced services while continuing to guide them towards their financial goals.”
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $13.5 billion for more than 3,000 family relationships nationwide.
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CONTACT: Lily Schlosky
Gregory FCA
lily@gregoryfca.com
610-860-2103
KEYWORD: GEORGIA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE CONSULTING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: Homrich Berg
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PUB: 08/01/2023 08:30 AM/DISC: 08/01/2023 08:28 AM
http://www.businesswire.com/news/home/20230801826901/en
