CEO Andy Berg Named Top Independent Wealth Advisor by Barron's

9/1/16

Andrew (Andy) Berg, CFP®

Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Wealth Advisors by Barron’s for the ninth consecutive year. 

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm. Andy is currently a member of the Financial Planning Association, the Georgia Planned Giving Council, the Atlanta Estate Planning Council, and the Atlanta Rotary.

Andy also serves on the board of directors for the Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Corporate Advisory Board for the Georgia Goal Scholarship Program, Inc., the Atlanta Tipoff Club, the Atlanta Opera, the Buckhead Coalition, and the American Diabetes Association.  He graduated cum laude with a BS in Management Accounting from Purdue University. 

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides unbiased, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1300 family relationships nationwide.  For more information, please visit www.HomrichBerg.com.

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