Andy Berg Named in Barrons Top 100 Independent Advisors

September 20, 2018
Andy-Berg

Andy-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 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.

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

White text reading HB Wealth on a solid dark blue background.

Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand

$25B RIA’s rebranding reflects national scale and client-centered focus ATLANTA, GA — August 19, 2025…

Read More

Text graphic with four black brushstroke squares, each containing different business types: Sole Proprietorships, Partnerships, LLC, and Corporations.

Evaluating Business Structures: The Pros And Cons

Family businesses often start small with simple business and tax structures. However, as businesses expand,…

Read More

Image featuring a financial theme. Text reads, Interest rates are still a key driver of stock market returns. Includes a circular photo of a smiling man labeled Ross Bramwell, CFA, Principal above the Homrich Berg Wealth Management logo.

Interest Rates Are Still a Key Driver Of Stock Market Returns

The Federal Reserve once again kept its key rate unchanged at its June 12th meeting….

Read More

A field of white daisies against a blue sky, with a hiker in the background holding trekking poles, blurred by depth of field.

Spring Towards Your Financial Goals

Spring is my favorite time of the year. The gloom and cold of winter rains…

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.