CEO Andy Berg Named 2017 Top Advisor By Barron’s Magazine

Andrew Berg

 

Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s 2017 Top Advisors by Barron’s.

The advisors are ranked across all 50 states and include a cross-selection of independent wealth advisors who own their own firm to advisors from the larger Wall Street Firms.  The rankings are based on assets under management, revenues generated and quality of services.

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.

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.