Andy Berg
Andy Berg is the Principal and Chief Executive Officer of Homrich Berg. In this capacity, he offers his diverse clientele active counsel and oversees the management and operations of the firm. His wealth management expertise includes financial and estate planning, taxation, and investment strategy. Additionally, Berg is a regular contributor to the financial media and has been a featured commentator on television, radio programs, and news features throughout the Southeast.
Andy Berg Professional Experience / Academic History
Professional Experience
-
Principal and CEO
Academic History
-
Bachelor's Degree, Management Accounting
- Berg has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, and Investor’s Business Daily, among others.
- He is a Registered Financial Advisor with the National Football League Players Association.
- He was recognized by the Atlanta Business e as one of Atlanta’s top financial leaders, first in their Who’s Who section and as Atlanta’s only representative from an RIA firm in the publication’s Power 50 Banking and Finance list.
- He had been named by Catalyst magazine as one of Atlanta’s Top 50 Entrepreneurs, Worth magazine as one of the country’s top financial advisors, Wealth Management CEO of the Year finalist in 2019, and Barron’s as a top independent advisor and Hall of Fame advisor.
- He was the recipient of the 2011 HONORS Award from the Financial Planning Association of Georgia.