Andrew (Andy) Berg, CFP®
Andy is co-founder and chief executive officer of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict free financial planning and investment advice. He developed HB’s model for serving clients’ wealth management needs on a fee-only basis. Andy offers his diverse clientele hands-on counsel and oversees the management and operations of the firm. Andy’s expertise spans the wealth management profession and includes financial and estate planning, taxation and investment strategy.
Andy is a member of the Financial Planning Association, North Atlanta Tax Council, the Georgia Planned Giving Council, the Atlanta Police Foundation Board, and the Atlanta Estate Planning Council. Additionally, Andy is a Registered Financial Advisor with the National Football League Players Association (NFLPA).
Andy’s leadership extends beyond the office. Andy serves on the board of directors for the Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation (IHDF), the Leadership Council for the American Diabetes Association, the Corporate Advisory Board for the Georgia Goal Scholarship Program, Inc., the Atlanta Opera and the Buckhead Coalition.
He is a contributor to the financial media and has been profiled in Financial Planning magazine. Andy has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, Investment News, Financial Advisor and Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs and news features throughout the Southeast.
Andy was recognized by the Atlanta Business Chronicle as one of Atlanta’s top financial leaders, first in their Who’s Who section and as Atlanta’s only representative from an RIA firm in the publication’s Power 50 Banking and Finance list. Additionally, Andy had been named by Catalyst magazine as one of Atlanta’s Top 50 Entrepreneurs, Worth Magazine as one of the country’s top financial advisors and Barron’s as a top independent advisor. Andy was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.
He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.