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Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year

Andy-Berg

ATLANTA – September 18, 2018 – 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 eleventh consecutive year. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The full list is available at https://www.barrons.com/articles/top-independent-financial-advisors-1536974606.

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 board of the Atlanta Police 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 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 $5 billion for over 1500 family relationships nationwide. For more information, please visit www.HomrichBerg.com.

Homrich Berg Principal John Taylor Named Honoree of University of Georgia FACS 100

ATLANTA – 2/23/2018 – Homrich Berg (HB) is proud to announce that Principal John H. Taylor, CFP®, has been named as one of the University of Georgia (UGA) College of Family and Consumer Sciences FACS 100 Centennial Honorees, honoring 100 influential individuals who positively shaped the college from its origins to present day. John received an undergraduate degree in financial planning from UGA inside the College of Family and Consumer Sciences and has remained active in the school since his graduation. He supports the UGA financial planning program through a variety of capacities including campus lectures, Microsoft Excel labs, and the alumni advisory board.

“Homrich Berg has a strong culture of financial literacy. John’s commitment to research and advancing student opportunities in financial planning is something that we’re all very proud of here at HB,” said Andy Berg, co-founder and CEO.

In February 1918, the UGA Division of Home Economics, later to become the College of Family and Consumer Sciences, was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and dissemination of knowledge, education of professionals, and provision of research-based programs.

“As we stand on the brink of celebrating 100 years of family and consumer sciences at the University of Georgia, we’re excited to announce the names of these individuals who help us celebrate and honor our history and unique contributions to the history of UGA,” said FACS Dean Linda Kirk Fox. “I am proud to join with others in recognizing these individuals who have embraced and influenced the ideals to which our college aspires, including student-centered education, research to improve the human condition, generosity and a spirit of public service. All of the Centennial Honorees and the members of the Honor Hall of Recognition are to be applauded for their contributions to our success.”

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 $5 billion for over 1600 family relationships nationwide. For more information, please visit www.homrichberg.com

Homrich Berg Crosses $5 Billion AUM Mark And Adds Cobb County Office Via Merger With Compass Financial Consulting

ATLANTA – 1/02/2018 – Homrich Berg is pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and an addition of talent and clients. Under the terms of the agreement, three new principals (Kevin Kraus, John Bochniak, and Tana Gildea) and two client service professionals will join Homrich Berg.

This event is part of the continuing growth story at HB, which will now have twenty-one principals and four offices in metro Atlanta.  Recent firm growth has resulted in Homrich Berg now managing assets of over $5 billion for clients in 40 states. HB continues to build a regional presence, with the scale and expertise of a large firm combined with the high touch client service of a boutique firm.

“We are excited to have such a quality firm join HB,” stated Andy Berg, co-founder and chief executive officer of Homrich Berg. “We feel comfortable knowing that we share common core values with a clear focus on serving our clients. We are highly confident that this merger will be beneficial to all clients and employees.”

“Homrich Berg has a reputation as a leading firm in the Southeast, and we felt this was the best fit for our team to allow us to continue to grow while serving our clients,” said Kevin Kraus. “Through this partnership, we look forward to leveraging the expertise of Homrich Berg to offer our clients enhanced services while continuing to guide them to their financial goals.”

Andy Berg Named Top 100 Independent Financial Advisor by Barron’s Magazine for 10th Consecutive Year

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 tenth consecutive year.  The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The full list is available at http://www.barrons.com/report/top-financial-advisors/independent/2017.

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 Signs 26,126-Square-Foot Lease at Three Alliance Center

Wealth management firm Homrich Berg has signed a 26,126-square-foot lease to move its headquarters to Three Alliance Center, located in Atlanta’s Buckhead submarket. Andy Ghertner and Carla Williams of Cushman & Wakefield represented the tenant in the transaction, and the landlord, Tishman Speyer, was self-represented by Chris Ahrenkiel.

“We’re looking forward to moving our Buckhead office to Three Alliance Center after over 25 years in our current location,” said Andy Berg, CEO of Homrich Berg. “As we continue to grow Homrich Berg, we felt it was important to locate our main office on the Georgia 400 corridor, centrally located for both clients and employees. MARTA rail access was also important as we look to the future and continue to seek the best talent to serve our clients. Our clients will appreciate the easy access to our office, and we will design our new office to align with our core values of teamwork and service.”

Three Alliance Center is supremely located at the intersection of Georgia 400 and Lenox Road at 3550 Lenox Road, adjacent to the Buckhead MARTA station. The 30-story, 494,904-square-foot building features Atlanta’s first faceted glass curtain wall system and 360-degree floor-to-ceiling windows.

“It was clear to us early on in the process that Homrich Berg was focused on trying to figure out what option would provide the best client experience,” Ghertner said. “They had two options: to stay in Buckhead Plaza where the landlord was aggressively trying to retain them, or move to Three Alliance Center, a new building and a blank slate to design a brand new office. An interesting corollary is that with the current rent spike in Buckhead, there was little economic advantage between renewing in their existing location versus moving to a new building.”

Three Alliance opened in late 2016 and represents the final phase of the Alliance Center office complex. Amenities include an on-site fitness center, conference center, 24-hour security, covered parking and the latest in technology.

Andy Berg Named One of Atlanta’s Most Admired CEOs by Atlanta Business Chronicle

Andrew Berg

 

Homrich Berg is proud to announce that CEO Andy Berg was named one of Atlanta’s Most Admired CEOs by the Atlanta Business Chronicle.  He will be honored as one of the standout leaders in the financial services industry.

“I’ve had the privilege to watch and learn from Andy for almost 20 years.  He’s grown Homrich Berg exponentially over that time without ever losing appreciation of the people supporting him and the primary focus of serving our clients,” said HB Principal and CFO Tony Guinta. “Our firm appreciates this unique combination of traits in a CEO and we are proud that he is being recognized for his success.  He truly cares about the Homrich Berg family and clients – and it shows.”

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 Rotary Club of Atlanta.

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.

Homrich Berg Named to 2017 Financial Times 300 Top Registered Investment Advisers

Homrich Berg is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

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 Appoints New Principals

Homrich Berg (“HB”) proudly announces the appointment of Ross Bramwell, CFA, CPA, Christopher Kowal, CFP®, Benjamin Riddick, CFP® and John Taylor, CFP® as Principals at the firm.  “All four of our new shareholders have been instrumental in HB’s success and have consistently exhibited dedication to our clients,” said HB’s CEO, Andy Berg.  “My partners and I are proud to welcome them as the newest owners of HB.”

Ross Bramwell, CFA, CPA joined Homrich Berg in 2013. He has more than 12 years experience across the accounting, financial services, and investment industries. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments including real estate, hedge funds, managed futures, and private equity. He also served as a member of Heartland Advisors RIA Advisory Council for three years. Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University.

Christopher Kowal, CFP® joined Homrich Berg in November of 2006.  He attended Wake Forest University, graduating with a bachelor’s degree in business and a minor in international studies.  He completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2008 and is a CERTIFIED FINANCIAL PLANNER™ professional.  He is also a member of the Financial Planning Association and past Board Member of the Georgia chapter.

Benjamin Riddick, CFP® joined Homrich Berg in May of 2005 after interning with the firm while in college. He earned a bachelor’s degree in management with high honors, including certificates in finance and accounting from Georgia Tech. He completed Boston University’s financial planning certification program in 2007 and is a CERTIFIED FINANCIAL PLANNER™ professional.

John Taylor, CFP® joined Homrich Berg in 2007 after working at Greene Financial Center as a portfolio analyst.  He attended the University of Georgia, graduating with a bachelor’s degree in consumer economics with an emphasis in financial planning. In 2009, John became a CERTIFIED FINANCIAL PLANNER™ professional.  He is an active member of Operation HOPE and Junior Achievement, organizations dedicated to educating students on financial literacy.

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.