Homrich Berg Acquires $1.5B RIA Oakbridge Partners
Summary
Warren Wick II, CFP®, CPA, William Cohen, JD, LLM, Jennifer Storey, CFP®, Eric Toole, CFP®, and Brandon Downs, CFP® will join the firm as Principals along with the rest of the team from Oakbridge Partners. The team brings a combined 100+ years of wealth management experience, adding depth to Homrich Berg’s expertise across a wide range of planning and investments issues. The move to join HB came as the firm had identified the need for greater infrastructure and resources to serve its client base as it continued to grow rapidly. “For us, every firm that joins HB must be a cultural fit and hold a strong belief in serving clients the way that we do by putting planning first,” says Thomas Carroll, president at Homrich Berg, who worked with both Toole and Downs previously. The advisor team includes a talented group of younger associates and client service operations leaders.