BIP Wealth is a wealth management firm serving clients across Atlanta and the Southeast. Our experienced financial advisors can help you create personalized plans to protect your wealth. Ready to start building yours?
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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 Supports Clients Like You
Our trusted advisors build lasting relationships, helping clients achieve long-term financial success through several strategies.
Holistic Wealth Management
Fortify your financial success through comprehensive wealth planning for investments, estates, and taxes.
Estate Planning
Our in-house estate planning advisors will help you build financial strategies to reduce your taxable estate.
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.
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Bill H.
Milton, GA
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.
