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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.

CEO Andy Berg Named 2016 Top Independent Advisor By Barron’s

 

Andrew BergHomrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the ninth consecutive year.

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg. 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.

CEO Andy Berg Named Top 100 Independent Advisor by Barron’s Magazine

 

Andrew Berg

Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the eighth consecutive year.

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.

 

 

HB ranked #1 of Atlanta’s Top 10 NAPFA Fee-Only Investment Advisors

HB has been ranked #1 in Atlanta Business Chronicle’s list of Atlanta’s Top 10 NAPFA Fee-Only Investment Advisors since 2009.

HB has also been ranked in the top 10 in the Atlanta Business Chronicle’s list of Atlanta’s Top 25 Financial Planning & Advisory Firms each year since 2003.

HB winner of 2013 Schwab IMPACT Best-in-Business Award[reg-circle]

The 2013 Best-in-Business IMPACT Award™ honors Homrich Berg for its vision, achievement, and leadership delivered since 1989. Learn more about Homrich Berg and why they were honored in this video.

HB top ranked on list of RIA Firms Ranked by Asset Growth

HB was ranked near the top of Financial Advisor magazine’s list of RIA Firms Ranked by Asset Growth in the $1 billion and over category in 2011, 2012, and 2013.

Andy Berg named to the Top 100 Independent Financial Advisor list

HB co-founder and CEO Andy Berg was named to the Top 100 Independent Financial Advisor list by Barron’s in 2008, and has been on the list ever since. He is the only local full service wealth management advisor on the list.