Andrew Pratt

Wiser Wealth Management, Inc. (Wiser Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marietta, Georgia. The firm was founded by Casey Smith in 2001 as CT Smith Financial Services. Wiser Wealth provides personalized, confidential financial planning and investment management services to individuals, high net-worth individuals, retirement accounts, pension and profit-sharing plans and one private fund.

HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.