Andy Berg Named Top 100 Independent Financial Advisor By Barron's Magazine
Andy Berg was named one of the nation's Top 100 Independent Financial Advisors by Barron's for the fourth consecutive year.
ATLANTA - Sep. 29, 2011 - 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 fourth consecutive year. Mr. Berg is the only wealth management advisor in Georgia recognized on the annual list, released in the publication's most recent issue.
Mr. Berg is the co-founder and Chief Executive Officer of Homrich Berg, a fee-only wealth management firm which celebrated its 22nd anniversary in 2011. Andy is currently a member of The Financial Planning Association, The National Association of Personal Financial Advisors, the Georgia Planned Giving Council and the Atlanta Estate Planning Council.
Andy also serves on the board of directors for the Andrade Faxon Charities for Children, the Leadership Council for the American Diabetes Association, the Atlanta Opera and the Buckhead Coalition. He graduated cum laude with a BS in Management Accounting from Purdue University.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg provides fee-only wealth management services to high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $2 billion for over 700 client relationships nationwide. For more information, please visit www.homrichberg.com and www.homrichbergfamilyoffice.com