Announced
Synopsis
Homrich Berg, a wealth management firm, agreed to acquire Oakbridge Partners, a provider of wealth management services. Financial terms were not disclosed. “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. With aligned firm philosophies and talent, we feel confident that the new team will be a seamless extension of our firm as we expand our strong presence in Atlanta," Thomas Carroll, Homrich Berg President.
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