David Homrich

David Homrich is a seasoned professional with over twenty years of experience serving as the Chief Investment Officer and Chief Financial Officer of an ultra-high net worth family office.

His expertise lies in strategic financial planning, investment management, traditional and alternative assets, as well as income and estate tax planning.

Prior to his current role, he co-founded an SEC registered fee-only investment advisory firm where he also served as the CEO.

David's educational background includes a Master of Accountancy with a focus on federal income taxation and a BBA in Accounting from The University of Georgia.

He holds certifications as a Certified Public Accountant (inactive) and a Certified Financial Planner (inactive).