Patrick J. McGonigle, CFP^®

Principal

Homrich Berg

3550 Lenox Rd NE, Ste 2700
Atlanta, GA 30326-4328

FINANCIAL ADVISOR'S WEBSITE

http://www.homrichberg.com/

(404) 883-3808 CONNECT WITH Patrick

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Patrick McGonigle is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Homrich Berg in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

Homrich Berg (HB) is a nationally recognized, independent wealth management firm headquartered in Atlanta, Georgia. Founded in 1989, the firm provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. HB operates as a fee-only fiduciary, ensuring clients receive objective, conflict-free advice tailored to their financial goals. Our firm specializes in areas such as estate planning, tax strategies, philanthropic giving, and alternative investments. With a team of experienced professionals, HB focuses on long-term financial success by offering personalized wealth management solutions. We emphasize a client-first approach, fostering lasting relationships built on trust and transparency. HB is known for its collaborative, team-based approach to financial advising and places importance on innovation and continuous improvement to meet evolving client needs. As a leader in the wealth management industry, Homrich Berg remains dedicated to providing sophisticated financial strategies with a personalized touch.

Financial Advisor Experience

As a Wealth Advisor at Homrich Berg, I provide comprehensive financial planning and investment management tailored to each client’s unique goals. With a focus on holistic wealth management, I help individuals and families navigate complex financial decisions, from retirement planning to tax-efficient strategies. As a CFP®, I am committed to a fiduciary approach, ensuring objective and client-first advice. I prioritize building lasting relationships based on trust, transparency, and personalized service. My goal is to simplify financial complexities and empower clients to make informed decisions for their long-term success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^® (CFP^®)
Other - MPAS

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Long-term Care