BIP Wealth is proud to be recognized on USA Today’s Best Financial Advisory Firms 2026 list, a national ranking created in partnership with global market research firm Statista to help individuals and families identify trusted wealth management partners across the country. Now in its fourth year, the list highlights 1,000 of the most reputable and high-performing registered investment advisory (RIA) firms in the U.S.
What sets this recognition apart is the rigor behind it. The ranking wasn’t simply a measure of who manages the most money. Statista evaluated firms based on AUM growth, both short-term and long-term, alongside recommendations gathered from more than 30,000 clients, industry experts, and fellow financial advisors. That multi-dimensional approach ensures the list reflects firms that have earned trust across a broad range of voices, not just size.
“BIP Wealth is honored to once again be recognized by USA Today,” said Bill Harris, Co-Founder and CEO of BIP Wealth. “This recognition is a reflection of the relationships we’ve built with our clients and the hard work of our entire team. At BIP, we believe that great financial planning starts with truly understanding the people we serve. Being named to this list affirms that our commitment to putting clients first is making a real difference.”
BIP Wealth focuses on the science of investing paired with a deeply human approach, offering clients holistic wealth management, tax planning, estate planning, private investments, and more, each tailored to the individual. The firm’s inclusion on this list for multiple years reflects not only consistent growth but a sustained dedication to the clients and communities it serves.
To learn more about BIP Wealth’s approach to personal wealth management or to take the first step toward planning your financial future, contact us.
The ranking was developed by USA Today in partnership with Statista based on various methodologies, including size, growth, and recommendations received from clients and peers. For further details on the methodology behind the rankings, please visit Statista’s website. BIP Wealth did not pay a fee to participate in these rankings. Rankings are not indicative of future performance or client experience. Investing involves risk, including loss of principal.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if BIP Wealth is engaged to provide investment advisory services. No ranking or recognition should be construed as an endorsement by any past or current client.
Signed into law on July 4, 2025, the One Big Beautiful Bill Act, OB3 for short, offers comprehensive tax reform that will take effect on January 1, 2026. To help BIP Wealth clients better understand the new laws, our in-house Estate Planning Attorney, Sarah Watchko, and Tax Advisor, CPA, Allie Powell, teamed up to present a recent webinar. In this recap, we’ll review the key points of their presentation, breaking down what changed and what remained unchanged in our tax laws.
The webinar started with an iconic quote from Benjamin Franklin: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain except death and taxes.” Simply put, while these new tax laws come with changes for now, reforms in the future are to be expected, as tax laws are inherently political. So, what do you need to know about the One Big Beautiful Bill Act? In this blog, we’ll break it down for you.
While we could analyze the entire bill word-for-word, we decided to break our webinar into two main categories: Gift & Estate Taxes and Personal Income Taxes. In each section, we discussed what changed vs. what remained the same, compared to the significant reforms passed in the 2017 Tax Cuts & Jobs Reforms Act.
To start, let’s break down what remained the same. Overall, most of the laws surrounding gift & estate taxes remained the same on the federal level. While specific states may have their own estate taxes, portability, annual exclusions, and the basic framework of the 2017 reforms have all been left untouched.
The one big change comes with transfer tax exemptions. Now permanently set at $15 million ($30 million for a married couple), this allows you to transfer assets to a loved one without any taxes being imposed on your estate. For example, if you have $1 billion in assets and gift it all to your spouse during your life, this will not go towards the exemption amount. Plus, with portability remaining unchanged, if the $1 billion is left to your spouse, they can take the $15 million in exemptions with them, thus giving you the $30 million.
Another key tax law that remains unchanged is the annual exclusion. Another way to think about this concept is that the IRS doesn’t want to keep tabs on all of your birthday presents. As of the 2025 fiscal year, any gifts up to $19,000 can go tax-free. And there are no limits on the amount of gifts you can give up to the $15 million exemption.
The chart below tracks how the total exemption amount has increased over time, from just $675,000 per person in 2001.
The impacts of these changes are clear. If your estate is worth under $7 million, or $14 million as a married couple, your estate planning strategies should remain largely unchanged. If your estate is worth between $7 million and $15 million ($14 million and $30 million as a married couple), you are now safer from estate taxes than ever before. If your estate is worth more than $30 million, your strategy would remain largely unchanged. As always, it’s important to regularly consult your tax advisor to ensure your plan continues to adapt to changing financial regulations.
Where the new laws bring a plethora of changes is with personal income tax. Now, this bill was pushed through by Congress. Now, it is up to the IRS to implement each change. OB3 continues a lot of the shifts made in 2017, which at the time was the most significant tax reform since 1986. To set the record straight, Social Security benefits will remain taxable. There were rumors in the media that this was going away, but up to 85% of your future benefits will still be included in your taxable income. That remains unchanged.
The income tax brackets from 2017 also remain the same, giving working families a bit more security in knowing they’ll likely not be paying more in 2026 and the years to come.
Additionally, the standard deduction for taxes remains much higher, with up to $15,000 for individuals and $30,000 for married-joint filings. This can be used for medical expenses, property taxes, charitable contributions, and more.
Now, what will be changing? The short answer is quite a bit. The State and Local Tax Cap (SALT) for individuals has increased from $10,000 to $40,000. While this law phases out higher earners of $500,000 or more, it will allow you to potentially enjoy higher itemized deductions until 2030. On top of this, Trump Accounts will now be opened for kids born from 2025-2028. The federal government will make an initial $1,000 deposit, with up to $5,000 in annual after-tax contributions until the child reaches 18 years of age. Growth is tax-deferred, with early withdrawals after age 18 subject to a 10% penalty. However, many questions remain about how these accounts will work, what will be sunset in the future, and the overall mechanics, so be sure to discuss this with your tax advisor.
Additional changes include a $6,000 deduction for taxpayers 65 years and older, expansions to eligible expenses for 529 funds, and no taxes on overtime and tips up to $25,000. For business owners, the bill also allows for an alignment of tax-deductible expenses with cash flow, plus the potential for significant capital gains savings through company stock.
If you have any questions about the new OB3 laws or need to take a closer look at your current estate plan, contact the BIP Wealth team today!
Disclaimer: This is a very high-level overview of some of the important aspects of the new tax law. It’s intended for general informational purposes, and it’s not intended to constitute tax, legal or investment advice, so if you need or want tax, legal or investment advice, please consult your personal tax professional or estate planning attorney before making any decisions.
Prehmus Financial Partners, a wealth management firm specializing in investment management and financial planning, has entered into an agreement to be acquired by Atlanta-based RIA BIP Wealth through a blended cash and equity deal. Through this strategic acquisition, Prehmus Financial clients and future investors will gain expanded access to BIP’s wealth management platform, advanced planning capabilities, and client technology suite. The acquisition increases BIP Wealth’s assets under management to more than $5 billion.
Recently named among SmartAsset.com’s Top 10 RIA Firms in Atlanta and ranked in the Top 3 on the Atlanta Business Chronicle’s 2025 Best Places to Work list for medium-sized companies, BIP Wealth provides investment management and sophisticated planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans.
Prehmus Financial was founded in 1995 by Warren Prehmus with a mission to give clients financial peace of mind by protecting and growing their wealth and organizing their financial lives. The partnership between Prehmus Financial and BIP Wealth strategically unites two firms that share a people-first approach and a deep commitment to client service and community involvement.
“From the first conversation with BIP, our focus has been on how this new partnership will benefit our clients and team members,” said Warren Prehmus. “BIP’s client-first approach aligns perfectly with our values and priorities while expanding our operational capacity.”
“Our clients have been, and always will be, our top priority. The responsibility they entrust to us is critical, and we take that very seriously. This integration with the BIP Wealth team has tremendous potential to add value. While we are in the early stages of determining how to maximize the integration, it’s been very exciting to discuss the future together,” commented Prehmus Financial’s Chief Investment Officer, Chad Edwards. “That being said, BIP Wealth has empowered us to continue to prioritize thoughtfulness and care for our clients over speed during this transition and we are grateful for that. It is an exciting time to be at both BIP Wealth and Prehmus Financial.”
The partnership between Prehmus Financial and BIP Wealth represents a unique opportunity for team members on both sides to build on their pre-existing capabilities. Prehmus Financial team members will gain access to additional planning capabilities and resources, along with a client acquisition and service model that has produced significant client growth and retention. For BIP Wealth, the acquisition continues a growth strategy centered on building value by partnering with well established and highly respected firms.
“The partnership with Prehmus Financial accelerates BIP’s strategic expansion and extends our value proposition as we partner with great people who share our values,” said Bill Harris, CEO of BIP Wealth. “The Prehmus Financial team brings a shared commitment to excellence and lifetime service to their clients. We are excited to welcome them to the BIP family.”
The acquisition of Prehmus Financial, which closed on September 30, 2025, increases BIP’s assets under management (AUM) to more than $5 billion. The entire Prehmus Financial team will join BIP Wealth through the transition. For other advisors or RIAs interested in partnering with BIP Wealth, please reach out to BIP at bipwealth.com/partner-with-us/.
BIP Wealth maintains offices in Atlanta, Alpharetta, Columbus, and now Peachtree Corners, Georgia, as well as Nashville, Tennessee, and serves clients across the country.
About BIP Wealth
BIP Wealth is a leading registered investment advisory (RIA) firm with more than $5B in investment assets under management for its clients, which include high-net-worth individuals and families. BIP Wealth combines precise financial science and industry expertise, offering tailored advisory services and ongoing communication. BIP Wealth gives accredited investors curated direct access to private equity, venture capital, and private credit. There is a focus on technology innovation, as well as a deep commitment to openness and transparency. Founded in 2007, BIP Wealth operates in Atlanta, Alpharetta, Columbus, and now Peachtree Corners, Georgia; and Nashville, Tennessee. Find more information about BIP Wealth at bipwealth.com/.
About Prehmus Financial
Prehmus Financial is a wealth management firm with more than $900M in assets under management (AUM) which specializes in investment management and financial planning. Established in 1995 by Warren Prehmus, the firm added Partners Chad Edwards, Scott Levy, and Drew Prehmus over a decade ago. They will continue to serve families and small businesses across the country. Find more information about Prehmus Financial at bipwealth.com/prehmus.
BIP Wealth, recently named in the top 3 on Atlanta Business Chronicle’s 2025 Best Places to Work List for medium-sized companies, is proud to welcome the addition of former Georgia Tech Baseball Coach Danny Hall as Vice President of Strategic Growth. Hall joins other Georgia Tech Alums at the firm, including BIP Co-Founders, Bill Harris and Mark Buffington.
Hall has long been connected to BIP Wealth, first through Randy Carroll, BIP’s Chairman, and has coached a total of 5 current BIP team members over the years who played baseball at Georgia Tech (Michael Sorrow, Kyle Schmidt, Chase Murray, Drew Byers, and John Giesler). Hall and his family have been clients of BIP’s Baseball Division since 2007 and had the privilege of having Jim Poole as their Personal Wealth Advisor before he succumbed to ALS in 2023.
“There was not a better human being on the face of the earth than Jim Poole,” said Hall. “He managed my family’s money and we never had to worry about a thing. We always knew we were getting the utmost care from Jim and the entire team at BIP Wealth and that has seamlessly continued on since Jim’s passing.”
During his career, Hall racked up 1,452 wins across 38 seasons as a head coach of which 32 seasons were spent at Georgia Tech. He ranked 10th in NCAA Division I history in career wins before deciding to step away from coaching after the 2025 season. While at Georgia Tech, Hall guided the team to 7 ACC regular-season championships, 5 ACC Tournament titles, 24 NCAA Tournament berths and 3 College World Series. Across 32 seasons, Hall saw 146 players selected in the Major League Draft, with 41 going on to play in the major leagues.
“Once I decided to retire, I wanted to pursue something that would keep me around the sports world and allow me to continue helping people like I did as a coach,” said Hall. “Joining the team at BIP Wealth was a natural transition and next step for me. I feel like a rookie all over again learning all about the possibilities BIP can create to help take care of our clients.”
Hall will be working alongside not only BIP’s Baseball Division, but all the other Advisors at the firm to help grow new business.
“As an Alumni of Georgia Tech Baseball myself, having Coach Hall join the team at BIP Wealth is an honor,” shared Co-Founder and CEO, Bill Harris, CFP®. “Watching the care and guidance that Danny has given to his players over the years, I have no doubt he will do the same for new clients at BIP in his new role. As BIP continues to grow our presence across the Southeast, I’m excited to have Danny representing the BIP brand everywhere he goes.”
Hall lives in Alpharetta with his wife of 32 years, Kara. They have two sons, Colin and Carter. Carter interned at BIP Wealth in the Baseball Division while he attended Georgia Tech. Both sons played baseball at Georgia Tech and still live in the Atlanta area.
Check out our official Press Release on PR Newswire here.
COLUMBUS, GA — Our Team is thrilled to announce the expansion of the BIP Wealth brand to the Columbus, GA area through a strategic partnership with The Money Advisor Group, LLC (“TMAG”). As part of a new growth strategy, we have formed BIP Alliance, LLC, a Registered Investment Advisor (RIA) doing business as BIP Wealth, to identify like-minded, long-established and well-respected firms with which to partner.
TMAG was founded in 2001 by Tim Money with the mission to provide individual and corporate clients with unbiased financial advisory services, including retirement planning and comprehensive wealth management. Bill Harris, Mark Buffington and Tim have known one another for more than 10 years and have long respected each other as friends, colleagues, and now business partners. The partnership between TMAG and BIP strategically unites two firms that share a people-first approach and service ethos to clients and their local communities.
TMAG is an RIA specializing in investment management and retirement planning. Through this strategic acquisition, TMAG clients and new investors in West Central Georgia, East Alabama, and the surrounding region will gain expanded access to BIP’s top-tier wealth management platform, including its private market investment solutions and advanced planning capabilities.
“From the beginning, our focus has been on taking care of our beloved clients and team members,” said Money. “Our longstanding commitment to serving our clients in every way possible has been and continues to be our primary mission, even as we discussed how a partnership with BIP Wealth would take shape. Our earliest discussions made it clear that BIP aligns with our values and priorities.”
“The TMAG acquisition will enable BIP to extend our unique value proposition in partnership with people who share our values,” said Bill Harris, CEO of BIP Wealth. “BIP is thrilled to broaden our reach into the Columbus area and surrounding markets with Tim and his impressive team. They bring a shared commitment to excellence and lifetime service to their clients, and we are happy to welcome them to the BIP family.”
“We have decades of experience connecting our clients – particularly families and individual investors – to the best and most innovative segments of the American Economy. Our unique investment platform enables clients to earn significantly higher risk-adjusted returns through a sophisticated portfolio management and planning process,” said Mark Buffington, CEO of BIP Capital and Co-founder of BIP Wealth. “Simply put, very few investment advisors are capable of delivering the same quality of investment solutions to their clients and we are honored to extend those capabilities to Tim and his team.”
Learn more about BIP Alliance here.
BIP Wealth, one of the Southeast’s premiere wealth management firms, announced the addition of Chase Murray to its Baseball Division as Business Development Officer. Murray, who played professionally in the Pittsburgh Pirates organization, joins former Pro Ball Players Kyle Schimdt, CFP®, a former pitcher in the Orioles organization; and John Hester, CFP®, a former MLB catcher and professional scout; in the Baseball Division founded by former Major League Baseball relief pitcher Jim Poole.
BIP Wealth’s Baseball Division has extensive experience in wealth management geared towards the unique challenges and needs of ball players and their families. As a former player himself, Murray knows firsthand what his clients may face on and off the field.
Murray was previously a Global Enterprise Business Development Representative with Salesforce. He’s actively involved with his alma mater’s Alumni Association—Georgia Tech.
“We have a unique opportunity here at BIP Wealth’s Baseball Division to make a real impact in our clients’ lives from draft day to life after baseball,” said Murray. “Going through that transition myself to life off the field, I really enjoy being in a position to assist our current players and their familes as they make sound financial decisions for the future. I love being a resource to our clients, helping them in any way I can.”
“Adding Chase to our team has made an immediate impact,” said Kyle Schmidt, Personal Wealth Advisor, CFP® from the BIP Wealth Baseball Division. “As a fellow Yellow Jacket who played professional baseball, Chase, like few others, has walked this unique career path our clients are walking. He understands the opportunities, challenges, and complexities that come from playing the game we all love so much. We’re so excited to grow our team with the addition of Chase.”
Murray is based in Atlanta, GA, out of BIP’s Alpharetta office. Outside of work, he enjoys spending time with his family and friends, including his girlfriend Jenny, and lively boxer puppy Lola. He also enjoys watching sports—especially football—and trying desperately to turn his baseball swing into a decent golf swing. The BIP Wealth Baseball Division serves draft-eligible, current, and retired professional baseball players and their families.
Contact Chase: Chase Murray, BIP Wealth Baseball Division, Business Development Officer
Press Contact: Jenni Brown, Chief Marketing Officer
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Alpharetta, Georgia — The BIP Wealth team is excited to announce the expansion of our Alpharetta office within our current Northwinds III building at 2500 Northwinds Parkway. The move from Suite 150 to Suite 100 nearly doubles our footprint in Alpharetta and marks a significant milestone in our firm’s ongoing growth and commitment to serving our clients and their families.
Comprising nearly 9,000 square feet, our new office space is designed to foster an atmosphere of collaboration and innovation. As the needs of our clients and colleagues evolve, we’re confident this new suite gives us the space to grow and offer support at every step. We are looking forward to the possibilities that lie ahead and are grateful to our clients and team for being an integral part of the journey.
At BIP Wealth, we’re engineered to perform for you. This new space provides enhanced facilities, including more state-of-the-art meeting rooms and private offices; a newly designed client lounge; and a forthcoming golf simulator; all with the goal of creating a comfortable and welcoming environment as our team provides personalized support to improve the financial lives of our clients.
We look forward to welcoming you to our new space in 2024.
BIP Wealth has continued our sponsorship of the North Georgia Cycling Association Club (NGCA) for 2022. The NGCA is the premier cycling club in the southeastern U.S., and we are proud to have our logo appear on the back of the new jerseys in a more prominent position. Our clients who ride are likely familiar with the NGCA already. The distinctive black and red kits are a common sight on group rides, and at races, all over Georgia and beyond.
If you are already a member of NGCA, and would like to discuss how BIP Wealth can help you to plan for your financial future, please contact us. BIP Wealth offers comprehensive financial planning and sophisticated investing strategies.
We offer access to both public and private market strategies for families with more than $1 million to invest. You can call Personal Wealth Advisor J.P. Scott at 678-942-6015, or email him at jscott@bipwealth.com for a complimentary analysis of your individual financial circumstances and ambitions. We are Engineered to Perform!
If you become a client we will even pay for your 2022 club membership! Almost everybody knows how to ride a bicycle, but some of us “ride,” if you know what we mean. This free membership is designed for our clients who ride regularly, and expect to participate in some of the well-known charity rides and group cycling events in the region. That usually means at least a few thousand miles per year, though some of our clients are probably riding closer to ten thousand miles per year. Some of our clients race as well, and while membership in the club won’t put you on the NGCA racing team, it does mean that you can race in the NGCA kit and connect with NGCA racers at events to work with the team.
If you are a client who rides, and you’re interested in joining NGCA, then please contact your Personal Wealth Advisor to talk about your free membership and what is included. You can read all about the NGCA at their website North Georgia Cycling Association and on their various social media platforms including their Facebook page NGCA Cycling.
You can become a club member with BIP Wealth covering the full $125 cost, including service fees. Shortly thereafter you will be able to use your membership at the club store to select your free kit, and even add to your closet with lots of other merchandise if you choose. The deadline for ordering a new kit for the upcoming racing season is May 9th.
The cycling community can be a very supportive part of an active lifestyle. BIP Wealth encourages its clients to ride safely at all times so that cycling can be a healthy outdoor (and sometimes indoor) activity. Several of our employees ride, including Eric Cramer, our Chief Investment Officer. Feel free to reach out to him on Strava if you aren’t already linked up.
