Homrich Berg (HB), a registered investment advisor (RIA) headquartered in Atlanta, has appointed Abbey Flaum to the position of managing director, family wealth strategist, and Isaac Bradley to the position of director of financial planning, the company said.
“We’re excited to have Abbey and Isaac join the HB team,” Thomas Carroll, president of Homrich Berg, said in a prepared statement. “As we continue to grow, both will play an instrumental role in not only helping to serve clients directly, but also providing resources to our advisor teams that will help them provide the HB standard of service to our clients.”
Flaum is an industry veteran with 16 years of experience in trusts and estates, most recently serving as a shareholder with Cohen Pollock Merlin Truner. In her new role as a family wealth strategist at Homrich Berg, Flaum will provide estate and tax planning advice to clients with complex taxable assets, while also serving as a resource for all HB client service teams on seeking her expertise on estate planning issues.
In a news release announcing her appointment, Flaum said that prior to her appointment, she was impressed by the personalized attention Homrich Berg advisors provided each and every one of the clients they shared, as well as the firm’s commitment to the estate planning process.
“Like me, HB advisors worked to earn their clients’ trust, which is integral in the creation of any strong relationship,” Flaum said. “The opportunity to create the family wealth strategist role at such a quality institution committed to deep client service was irresistible, and the fact that Homrich Berg placed significant value in creating this role demonstrates the firm’s commitment to holistically and meaningfully planning for its clients.”
While Flaum and Bradley share a similar background in complex tax and estate planning law, Bradley has also served clients as a wealth planner and accountant during his career. He most recently served as senior wealth planner at Wells Fargo, where he worked the past five years.
As director of financial planning at Homrich Berg, Bradley will work closely with the firm’s client service teams on retirement, estate, insurance, tax, and charitable planning issues. He will also be responsible for creating scalable resources for advisors; ensuring they have access to the latest relevant information; and implementing consistent planning processes.
In the news release, Bradley, similarly to Flaum, also cited HB’s client-centric culture as the basis for his decision to join the firm’s team.
“I’ve always shared HB’s client-first mindset,” he said in the news release. “Having a technical background and being client-facing allows me to work with clients to educate and enhance their financial lives, while also providing our advisor teams with resources to serve their clients well.”