ATLANTA – October 4, 2019 – Homrich Berg is pleased to announce that CEO Andy Berg has been ranked 45th on the 2019 Forbes Top 250 Advisors list. Advisors were ranked 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.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, 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 $6 billion for over 1800 family relationships nationwide. For more information, please visit www.HomrichBerg.com.