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Sammy Grant

Independent financial advisor, wealth manager, dad, endurance athlete

Sammy Grant is a highly experienced and respected financial professional, currently serving as the Principal at Homrich Berg, a prestigious national independent wealth management firm based in Atlanta. With a background in law and accounting, Sammy provides fiduciary, fee-only investment management, and financial planning services, leading the financial team to offer comprehensive and trusted advice to clients. Drawing inspiration from the personalized care of a trusted physician, Sammy aims to provide a similar level of expertise and tailored guidance in the realm of financial well-being. As a fee-only fiduciary, Sammy sells no products and offers extensive expertise in investment, tax, retirement, insurance, financial, and estate planning. Whether it's portfolio reallocation, holistic planning, or maximizing rewards points, Sammy Grant strives to be the go-to advisor for families seeking independent and experienced financial counsel.

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Location

Atlanta, Georgia, United States