Sammy Grant Email & Phone Number

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. When I am sick or injured, I have a doctor I call first every time. I know he is not going to prescribe something I don’t need because of a kickback from the pharmaceutical companies who want to wine and dine him. I also know he is not afraid to tell me I am crazy and to ignore what everyone else on the internet is doing about a similar problem. And if I ever call with a question beyond his level of expertise, he will interpret what the other medical professionals are telling me and make sure anything new I need to do will not impact another part of my physical wellbeing since he has my full medical history.When I started my firm, I wanted to create this same experience for those facing questions related to financial well being. Every day, my goal is to provide an independent, experienced and trusted advisor for the families I serve. I am a fee-only fiduciary, sell no products, and have an extensive background focused on investment, tax, retirement, insurance, financial and estate planning. If you are looking for a partner to help reallocate your portfolio, create an integrated holistic plan or even just maximize the hotel loyalty points you might earn when booking your daughter’s wedding reception, I hope we can connect.

Listed skills include Estate Planning, Personal Financial Planning, Personal Tax Planning, Charitable Gift Planning, and 24 others.