Homrich Berg, the independent wealth management firm based in Atlanta, GA, has confirmed that Lee Van Leuven, president of LVL Financial has joined the firm.

Van Leuven, with 30 years’ financial services experience, has spent much of her career serving clients in the Atlanta area.

In her new role, Van Leuven will continue to provide financial planning at HB, which will open another Atlanta area office in the Northcreek office park, where LVL Financial is currently located.

Van Leuvan expects to bring approximately $350 million of assets under management to Homrich Berg.  Upon completion of the transition, Homrich Berg’s assets under management are expected to eclipse the $3 billion mark, the firm said.

Homrich Berg currently manages over $2.8 billion for over 800 client relationships nationwide.