$18B Atlanta-based investment firm expands in Florida with Tampa office

Homrich Berg, a registered investment adviser based in Atlanta, is expanding its presence in Florida with a new office in Tampa. 

Certified financial planner Larry Parkin joins the firm, with $18 billion in assets under management, as principal and Florida market leader to head up the new Tampa office. Parkin is coming out of retirement to join the firm, according to a statement. He previously worked as a managing director leading west Florida for Truist Private Wealth Management.

An additional 11 wealth management professionals are joining the Tampa office.

“At HB, we want to be known as a destination for talented advisors who support our mission of delivering comprehensive, fiduciary, fee-only advice to our clients,” says Thomas Carroll, CEO of Homrich Berg in the statement. “I have known this team for years, and I am confident in their ability to deliver the HB Difference to meet the complex needs of our HB Family Office clients.”

Founded in 1989, Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for clientele that includes high net worth individuals, families, and not-for-profits. Homrich Berg manages over $18 billion as of Sept. 30, for more than 3,600 family relationships nationwide.