BIP Wealth is thrilled to share that we’ve partnered with BlueChip Wealth Advisors, an independent RIA based in Milton, Georgia! We are proud to welcome their team and clients to the BIP family.

BlueChip was founded on a straightforward premise: clients deserve personalized, financial advice from people who genuinely know them. That idea has guided the firm from day one, and it is exactly what has made BlueChip a trusted presence in the north Atlanta community for years.

BlueChip was co-founded by Marcus Ashworth, CFP®, MBA, and his partner Casey Sullivan. Casey passed away in 2021, but the values he and Marcus built into BlueChip—integrity, client-first advice, and deep community roots—remain at the heart of everything the firm does. This partnership with BIP Wealth is, in many ways, a continuation of that legacy.

Marcus and his team bring $773M+ in assets under management (AUM as of 11/10/2026) and a deep commitment to the high-net-worth individuals, families, and institutional clients they serve across Georgia and beyond. BlueChip will continue operating under its name as A BIP WEALTH Company, with the same team, the same relationships, and the same approach that clients have come to rely on.

"Joining BIP Wealth felt like the right next step for our clients and our team,” shared Marcus Ashworth, Co-Founder, BlueChip. “BIP shares our belief that great financial advice starts with understanding people, not just portfolios. This partnership gives us the resources and reach to serve our clients even better, while staying true to everything we have built."

"Marcus and his team have spent years doing what we believe great advisors do—build real relationships and always put clients first,” said Bill Harris, Co-Founder and CEO, BIP Wealth. “That is exactly the value-based approach our clients can count on as we grow.”

If you are a BlueChip client with questions about this transition, your advisor relationship remains your most important point of contact. Our teams are here to make this process as seamless as possible for you.

For advisors or firms interested in learning more about partnering with BIP Wealth, visit bipwealth.com/partner-with-us/.