Andy Berg is co-founder and Chief Executive Officer of Homrich Berg. He founded the firm with the belief that high-net-worth individuals and families 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 and the Homrich Berg team offer their 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 pillar of the Atlanta community with memberships at the Financial Planning Association, North Atlanta Tax Council, the Georgia Planned Giving Council, the Atlanta Police Foundation Board, and the Atlanta Estate Planning Council.
He graduated cum laude with a bachelor’s degree in management accounting from Purdue University.