Adam Fuller

Adam Fuller is a Principal at Homrich Berg, a financial advisory firm where he has worked since 1995 and has held the principal position since 2001. His focus is on managing the investment and planning needs of a diverse clientele, including individuals and families. Throughout his tenure, he has also overseen compliance, back office services, technology, and the firm's real estate and energy investments.1 2

Professional Background::

Education: Adam earned a Bachelor of Science in Management with a concentration in Accounting from the Georgia Institute of Technology and a Master of Science in Finance with a concentration in Investments from Georgia State University.
Certifications: He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.
Roles: Currently, he leads the Family Office practice at Homrich Berg, collaborates on investment strategies, and serves on the firm’s investment committee. He is also an active speaker at conferences focusing on alternative investments and wealth transfer strategies.1 2

Community Involvement:: Adam is involved in his community through Northside United Methodist Church, where he has participated in various boards and committees, as well as coaching youth sports teams. He serves on the branch board of the Buckhead YMCA.1

Overall, Adam Fuller combines extensive experience in financial planning with active community engagement, making him a notable figure in both his professional field and local community.