Andrew Robertson, CFP®

Associate

Andrew-Robertson-scaled-e1614978564259
Hometown

Atlanta

Colleges

University of Georgia

Certifications

CFP®

Office Location

Buckhead (HQ)

Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for life.

Andrew-Robertson-scaled-e1614978564259

Andrew brings a meticulous touch to his work as a CERTIFIED FINANCIAL PLANNER™ professional at Homrich Berg. He contributes to HB’s client-focused planning process by conducting research, crafting presentations, and putting planning strategies into action for clients. After graduating Magna Cum Laude from the University of Georgia with a Bachelor of Business Administration in Finance, Andrew joined HB in February 2021, committed to translate his aptitude for numbers and communication into financial security for his clients.

Andrew is also involved with the HB internal education planning and tax planning teams where he assists HB advisors and clients on nuanced questions about each topic. He seamlessly integrates tax planning considerations into the broader financial planning strategies presented to clients. This holistic approach ensures clients receive comprehensive guidance that addresses their financial goals.

But Andrew’s life isn’t solely defined by spreadsheets and market analyses. When he’s not helping clients navigate the complexities of financial planning, Andrew embraces his adventurous spirit. Hiking in picturesque landscapes, pitching a tent under starry skies, struggling to hit the ball on the golf course, and volleying on the tennis court are just a few ways he fuels his love for the outdoors. Though “past his prime”, Andrew’s competitive spirit shines through as he cheers on his hometown Atlanta sports teams and the University of Georgia.

In essence, Andrew is a dedicated professional who believes in the importance of sound financial planning so we can cherish the moments that enrich life beyond the office without financial stress. Whether navigating investments or conquering a challenging mountain trail, Andrew approaches life with determination and a genuine zest for life.

Hometown

Atlanta

Colleges

University of Georgia

Certifications

CFP®

Office Location

Buckhead (HQ)