Jaime Ruff (CFP®)

Jaime Ruff focuses in the
following client markets or areas of practice:

Alternative or Private Investments

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Homrich Berg is a fee-only fiduciary financial planning and portfolio management firm that primarily works with high-net-worth individuals and families with a portfolio value of $3M+. We have experience serving entrepreneurs, multi-generational families, business owners, C-suite executives, suddenly single individuals, retiring couples, next generation wealth inheritors, and professional service practitioners (e.g., doctors, lawyers, etc.). We help lift the burden of financial stress so our clients can spend more time enjoying what truly matters.

Additional Information

Jaime is a fee-only financial advisor who has been with Homrich Berg since 1999. He holds a bachelor’s degree in finance from Georgia State University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He works out of HB's Atlanta and Alpharetta offices.

He is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He is past leader of NAPFA’s Atlanta Study Group, has served on the south region board, and recently chaired the association's national conference.

A father of three, Jaime is a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution. His interests include muscle cars, playing the guitar, and genealogy.

NAPFA Start Date

January 11, 2008

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