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Last updated on Sept. 7, 2019
    • $5.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
    • $666.3K
      Estimated Average Account Balance


Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Tricia P. Mulcare, CPA, CFP®, PFS, CDFA™
October 2010
Thomas James Houle
July 2016
Philip Harold Clinkscales
January 2019
Adam L. Fuller, CFA, CFP®
December 2013
Julian Michael Davis
July 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    2008 Opportunity Partners, LLC -- --
    H&B Partners, LLC -- --
    Homrich Berg Partners, LLC -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Andrew John Berg Chief Executive Officer September, 2005 25% to 50%
      Franklin Howard Butterfield Principal January, 1995 10% to 25%
      Adam Lee Fuller Principal October, 2001 5% to 10%
      Andrew Richard Klepchick Principal March, 2008 5% to 10%
      Christopher Vincent Casdia Chief Compliance Officer April, 2008 less than 5%
      John Paul Ribes Chief Operating Officer May, 2013 less than 5%
      Anthony James Guinta Chief Financial Officer October, 2002 less than 5%
        Source: SEC


        Fee Only Firm
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets