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BIP Wealth: Engineered to perform for you 

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*
66
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. 

Our Guiding Principles

Combining precise financial science with industry expertise, our team can help you achieve your short- and long-term goals.

Grow

With opportunities in public and private markets, our investment services take an evidence-based approach to growing your wealth.

Manage

Your Personal Wealth Advisor will not only help you execute your investment plan, but also assist with any changes as goals shift.

Protect

We act in your best interest, always. Every strategy we help clients craft considers risk management to protect hard-earned assets.

Ready to Craft Your Financial Plan?

Our team of financial advisors will help plan for every stage of your financial journey.
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