Engineered to perform for you

Our crossroad solution combines the precision of financial science with the wisdom of industry experts, ensuring your financial success is supported every step of the way.
CONNECT WITH AN ADVISOR
By the numbers:
*As of 6/1/2024
**For calendar year 2023
$3.3B+
Assets Managed*
1,500+
Households Served*
98.6%
Client Retention**

It’s Like Having Your Own Personal CFO

At BIP, we work with you to create a highly personalized financial plan to address your current needs and achieve your future goals. We’ll be right by your side to refine your plan as life unfolds.

Grow

We leverage deep insight in public and private markets and an array of investment services to engineer an evidence-based strategy to expand your wealth.

Manage

In addition to executing your investment plan, your Personal Wealth Advisor is also a trusted advisor who can assist with any financial-related decision.

Protect

As fiduciaries, we act in your best interest, always. Risk management is always on our mind as protecting what you have worked so hard to build is a top priority.

Who We Serve

Families & Individuals

Accelerate your financial success with expanded investment strategies and sophisticated financial planning.
Learn more

Professionals

You have high standards and so do we. Work with an advisor to select an array of tools and strategies to grow your wealth.
Learn more

Entrepreneurs & Business Owners

As you continue to grow your business, we’ll provide strategies that help position you for what comes next.
Learn more

Late-Career & Retirees

Navigate the transition from wealth accumulation to resource allocation and secure your wealth for the next generation.
Learn more

Baseball Players

Guided by former pro players, navigate the MLB draft and manage your wealth through your playing years and beyond.
Learn more

Meet Our Team of Experts

Count on us.

Your success is our success. Meet the team of trusted advisors serving you at one of the nation’s top investment firms.

Featured Resources

BIP Wealth Named to Wealth Management IQ’s RIA Edge 100 List

The RIA Edge 100 list is reserved for registered investment advisors who have grown fast…
Read More

14-year Professional and MLB Veteran, Jeremy Hermida, joins BIP Wealth’s Baseball Division

Jeremy, 11th Overall Pick in 2002, Joins BIP’s Growing Team of Former Athletes
Read More

2024 Rules Allow 401(K) Investors To Force Up to $76,000 into a Tax-Free Status

So, what is a “Roth 401(k)”? What are the eligibility requirements for Roth 401(k)s? And…
Read More
1 2 3 7

Start your BIP journey today.

CONNECT WITH AN ADVISOR
crossmenu