Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year

September 19, 2018

Andy-Berg

ATLANTA – September 18, 2018 – 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.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $5 billion for over 1500 family relationships nationwide. For more information, please visit www.HomrichBerg.com.

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

Two women are shown in a split-screen news broadcast. The left side shows an anchor in a newsroom with monitors behind her, while the right side shows a smiling woman with a blue background labeled Schwab Chief Mar. The headline reads MORNING MOVERS.

Crude Volatility, Tech Fatigue, and the Case for Small Caps

Chief Market Strategist Gina Martin Adams joined Schwab Network’s “Morning Movers” segment to discuss crude…

Read More

A group of students walk across a grassy quad toward a large, domed building with columns, surrounded by trees, on a university campus.

Your Child Got Into College. Now What? How to Use Your 529 Plan

The acceptance letter is on the fridge, the sweatshirt is ordered, and the excitement is…

Read More

A woman with curly hair and a light blouse speaks on a TV show. The screen displays the text Small money habits that can improve your finances along with the ANF logo and the time and temperature at the bottom. Lush green plants are in the background.

Cindy Wilson Talks Smart Money Habits During Financial Literacy Month

Senior Wealth Advisor Cindy Wilson spoke with Karli Barnett on Atlanta News First’s “Getting By…

Read More

Two business professionals walk on a modern rooftop terrace with city buildings in the background. The woman is holding a tablet and talking, while the man listens attentively. Both are dressed in business attire.

Business Owner Pre-Sale Planning: Exit Planning Strategies to Maximize Business Value

For established business owners, business owner pre-sale planning is not simply about preparing to sell…

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.