One of 2023’s Best Places to Work
Our team is honored to be recognized again as one of Atlanta Business Chronicle’s best places to work. So, what makes us different?
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Founded in 2007 with offices in Atlanta, Alpharetta, and Nashville, we're on a mission to improve the financial lives of our clients through highly personalized and differentiated planning and investment strategies.
Our Services
Think of BIP Wealth like having your own personal CFO. We work with you to create a highly personalized financial plan that addresses your current needs to achieve your future goals.
Our Values
Servant Leadership
We guide with humility and respect, committed to serving our clients’ best interests while empowering them with knowledge and financial independence.
Collaboration
Our team-centric approach fosters an environment of open communication, combining our diverse expertise to create optimal financial strategies for our clients.
Excellence
Our relentless pursuit of excellence is reflected in our industry-leading services and client retention.
Innovation Community
We foster a sense of belonging, not only within our team but with our clients. We extend our family ethos to everyone, creating a strong and supportive BIP innovation community.

Our Team
For us, your success is our success. Our trusted advisors will work day and night to serve you at one of the nation’s top investment firms.
MEET THE TEAM