Andy Berg Named Top 100 Independent Financial Advisor by Barron’s Magazine for 10th Consecutive Year

Andrew 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 tenth 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 http://www.barrons.com/report/top-financial-advisors/independent/2017.

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.