ATLANTA – September 26, 2019 – Homrich Berg is pleased to announce that CEO Andy Berg has earned a spot on the 2019 Hall of Fame Advisors list and Barron’s Top 100 Independent Wealth Advisors list. Barron’s Hall of Fame Advisors have been ranked for 10 or more years on the Top 100 list based on assets under management, revenue produced for the firm, years of experience and regulatory and compliance records.
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 fiduciary, 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.