Homrich Berg CEO Andy Berg was recently named one of the country’s 2016 Top Wealth Managers by Forbes. SHOOK Research is the firm responsible for the ranking in Forbes. This ranking is based on quality of practice and quantitative criteria, including assets under management.
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 SHOOK Due Diligence Process
SHOOK is completely independent and objective and does not receive compensation from the Advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK Research creates rankings of role models, so a focus on both quantitative and qualitative factors is imperative.