Andy Berg
Andy Berg is the Co-Founder and Chairman of Homrich Berg, a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. Under his leadership, Homrich Berg grew to over $14 billion in assets over three decades. He offers his diverse clientele active counsel and oversees the management and operations of the firm. Berg’s expertise spans wealth management, financial and estate planning, taxation, and investment strategy. Additionally, he has been a featured commentator on television, radio programs, and news features throughout the Southeast.
Andy Berg Professional Experience / Academic History
Professional Experience
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Founder and Chairman
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Founder and CEO
Academic History
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B.S., Management Accounting
Berg founded Homrich Berg 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, and offers his diverse clientele hands-on counsel.
He stepped down as CEO in 2023 and was succeeded by Homrich Berg CEO Thomas Carroll.
CURRENT AFFILIATIONS
Board of Directors, Andrade Faxon Charities for Children
Board of Directors, "I Have a Dream" Foundation
Board of Directors, Atlanta Police Foundation
Board of Directors, Georgia Goal Scholarship Program
Board of Directors, Atlanta Tipoff Club
Board of Directors, Buckhead Coalition
Board of Trustees, Woodruff Arts Center
Board of Trustees, Cherokee Town & Country Club
RECOGNITIONS
2020-2024 Atlanta Magazine's 500 Most Powerful Leaders
2019 Barron's Hall of Fame
2008-2019 Barron's Top Independent Advisors
2018-2022 Forbes Best-in-State Wealth Advisors
2016-2019 Forbes Top 250 Wealth Advisors
2019 Wealth Management's CEO of the Year Finalist
2011 Financial Planning Association's Honors Award
MEDIA & PUBLICATIONS
Berg has been a contributor to the financial media and been profiled in Financial Planning magazine.
He has been a featured commentator on television, radio programs, and news features throughout the Southeast.
He has been quoted on topics related to wealth management and investments in The New York Times, The Wall Street Journal, Atlanta Business Chronicle, Investment Advisor, InvestmentNews, Financial Advisor, and Investor’s Business Daily, among others.