Andrew (Drew) R. Klepchick, CFP®
Drew joined Homrich Berg in March 2008 and leads the firm’s office in northern Atlanta. He brings successful entrepreneurship and wealth management skills to the firm and leverages his understanding of wealth growth and sustainability in servicing his relationships. Drew focuses on long-term investment strategies for his clients, using a combination of domestic and international investment vehicles to create customized programs for each relationship.
Prior to joining HB, Drew founded two successful businesses. In 1988, Drew launched Creative Financial Group, a financial advisory firm that grew to manage $1 billion in investment assets. In 1998, Drew co-founded Robert Andrews Securities, a full-service brokerage dealer where he served as president. In 2000, both businesses were sold to Synovus, a diversified financial services holding company. From 2005-2007, Drew held the position of president and CEO of Synovus Financial Management Services, an $8 billion financial service organization.
Drew has been recognized as a top financial advisor by both Worth and Mutual Funds magazines.
He serves on the Lionheart School Board of Directors, and the Centers for Disease Control Foundation, where he acts as board treasurer.
Drew graduated from Furman University with a bachelor’s degree in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional.