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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
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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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