Andrew J. Berg Named Top 100 Independent Financial Advisor By Barron’s Magazine

September 2, 2014

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

Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm which celebrates its 25th anniversary this year.  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 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 Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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