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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Partners You Can Trust
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.
Comprehensive Planning
We consider all aspects of your financial situation to develop a well-rounded, effective plan.
Investment Management
Based on your risk profile and goals, we curate a diversified portfolio—including both private and public strategies—to grow your wealth.
Cash Management
Efficient cash flow planning ensures that your daily needs and lifestyle choices are funded securely.
Communication
Regular updates and ongoing dialogue keep you informed, engaged, and confident in your financial journey.
Estate
Planning
Ensure your legacy is preserved and passed on according to your wishes with thoughtful, strategic planning.
Insurance Planning
With careful risk assessment, we help protect your assets and secure your family's future.
Tax
Planning
We’ll provide guidance on tax strategies to enhance your earnings and keep your wealth intact.
Personal Financial Guidance
An experienced team member dedicated to coordinating all aspects of your wealth management, giving you peace of mind.
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.
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