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.
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By the numbers:
*As of 7/1/2023
**For calendar year 2022
$2.5B+
Assets Managed*
1200+
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.
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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.
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Entrepreneurs & Business Owners

As you continue to grow your business, we’ll provide strategies that help position you for what comes next.
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Late-Career & Retirees

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

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

Is Your Current Financial Plan Dangerous? Here Are Five Reasons Why It Might Be

If you’ve ever gone through the financial and investment planning process, you might remember that…
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BIP Wealth’s Baseball Division adds another former pro player, Chase Murray, as Business Development Officer

Chase, another Georgia Tech Alum and former Pittsburgh Pirates Outfielder, joins BIP’s growing team of…
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The Roth IRA is the “Holy Grail” of Tax Smart Investing

Creating and maintaining an investment portfolio that provides the best risk/return profile is the obsession…
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Start your BIP journey today.

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