BIP Wealth is a wealth management firm serving clients across Atlanta and the Southeast. Talk with our experienced financial advisors to get tailored portfolio wealth management ranging from investment management to retirement wealth planning. Ready to start?
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By the numbers:
*As of 4/1/2025
$3.3B+
Assets Managed*
1,800+
Households Served*
73
Total Employees
How BIP Wealth Supports Clients Like You
Our trusted advisors build lasting relationships to help clients achieve long-term financial success. Through our personalized approach to retirement wealth planning, investment management, and holistic wealth management, we support every aspect of your financial picture.
Holistic Wealth Management
Fortify your financial success with an Atlanta wealth management firm that offers comprehensive wealth planning across investments, estates, and retirement wealth planning.
Estate Planning
Our in-house estate planning advisors will help you build financial strategies to reduce your taxable estate to support your wealth management strategy.
Investment Management
Grow your wealth through opportunities in public and private markets, including private credit and equity.
Tax Planning
Navigate tax season year-round with strategies designed to protect your wealth and minimize your tax bill to support your retirement wealth planning and holistic wealth management.
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