

Andy Berg
CEO
Homrich Berg
United States, Georgia, Atlanta
About Me
Andy is co-founder and chief executive officer of Homrich Berg. He founded the firm with the belief that high-net-worth individuals needed access to conflict free financial planning and investment advice. He developed HB’s model for serving clients’ wealth management needs on a fee-only basis. Andy offers his diverse clientele hands-on counsel and oversees the management and operations of the firm. Andy’s expertise spans the wealth management profession and includes financial and estate planning, taxation and investment strategy. Andy is a member of the North Atlanta Tax Council, the Georgia Planned Giving Council, the Atlanta Police Foundation Board, and the Atlanta Estate Planning Council
Profile Information
CEO
Homrich Berg
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
May 16, 2024
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