CEO Andy Berg Named 2017 Top Advisor By Barron’s Magazine

Andrew Berg

 

Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s 2017 Top Advisors by Barron’s.

The advisors are ranked across all 50 states and include a cross-selection of independent wealth advisors who own their own firm to advisors from the larger Wall Street Firms.  The rankings are based on assets under management, revenues generated and quality of services.

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 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. 

Related Insights & News

Why Tampa Families Are Turning to Family Office Services: A Q&A with Ryan Best

Originally published in Invest: Tampa Bay, 7th Edition, by Capital Analytics Associates | September 2026…

Read More

Why Higher Rates Aren’t Derailing the Market Outlook

Gina Martin Adams, Chief Market Strategist, joined Bloomberg Surveillance to discuss why a modest Fed…

Read More

What the AI Pullback Means for Investors

Chief Market Strategist Gina Martin Adams joined a recent segment of Reuters Markets Now. See…

Read More

Market Outlook: Rates, Growth and Risk

What are some of the key forces shaping today’s trading session? On CNBC’s Morning Call,…

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.