Andy is co-founder and chairman 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 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.
Andy’s leadership extends beyond the office. Andy serves on the board of directors for the following: Andrade Faxon Charities for Children, the board of the “I Have A Dream” Foundation, the Atlanta Police Foundation, the Georgia Goal Scholarship Program, Inc., the Buckhead Coalition, the Woodruff Arts Center Board of Trustees, Cherokee Town & Country Club, and is a member of the Dean’s Advisory Council Purdue School of Business.
Andy is a member of the North Atlanta Tax Council, the Georgia Planned Giving Council, and the Atlanta Estate Planning Council.
He is a contributor to the financial media and has been profiled in Financial Planning magazine. Andy has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, Investment News, Financial Advisor, and Investor’s Business Daily, among others. Additionally, Andy has been a featured commentator on television, radio programs, and news features throughout the Southeast.
Andy was named a Most Admired CEO in 2017 by the Atlanta Business Chronicle. He has also been recognized as Wealth Management’s CEO of the Year finalist in 2019, Forbes Top 250 Wealth Advisors 2016-2019 and Best-In-State Wealth Advisors from 2018-2022, Atlanta Magazine 500 Most Powerful Leaders 2020-2024, and Barron’s Top Independent Advisor from 2008-2019 and Hall of Fame Advisor in 2019. Andy was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.
He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.
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