Andy Berg Named Finalist For National RIA CEO Of The Year Award

August 8, 2019

Andy-Berg

ATLANTA –August 8, 2019- Homrich Berg is proud to announce that CEO Andy Berg is one of nine finalists nationwide for the WealthManagement.com Industry Awards in the category RIA CEO of the Year. The ranking celebrates companies, individuals, and organizations that demonstrate outstanding achievement in support of financial advisor success.

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, the Atlanta Police Foundation Board, and the North Atlanta Tax Council.

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.

The winners will be announced at the awards ceremony, which will be held at The Ziegfeld Ballroom in New York City on September 12, 2019.

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. 

Learn More

Related Insights & News

A person stands at the edge of a sailboat, holding onto the sail and looking out over the ocean as the sun sets, casting a warm glow on the water.

The Business Owner’s Exit: What to Know Before You Sell

Selling a closely held business is rarely just a transaction. For many owners, it represents…

Read More

The image displays the text TITAN 100 in black with a stylized Spartan helmet in a black circle replacing the second O. The helmet has a red crest on top. The background is white.

Thomas Carroll is Named to the 2026 Georgia Titan 100 List

HB Wealth CEO Thomas Carroll has been named to the 2026 Georgia TITAN 100 list! The Titan 100 program…

Read More

A family of five, including two children and three adults, walks along a sandy beach near the water on a bright, sunny day. The adults hold beach gear and the group appears happy and relaxed.

Multi-Generational Giving in 2026: An Added Focus on Flexibility

Few moments naturally prompt conversations about generosity, legacy, and shared values quite like the turn…

Read More

A person with a backpack stands on a mountain peak, overlooking a blue, hazy mountain range. Text reads: Market Sense by HB Wealth. Will Global Stocks Shine Again in 2026? January 27, 2026.

Market Sense – A Deep Dive: Will Global Stocks Shine Again in 2026?

International shares outperformed US large cap stocks by the most since 2007, and developed markets…

Read More

The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.