Engineered to perform.

Wealth Creation and Management

BIP Wealth is an Atlanta-based independent wealth management firm focused on improving the financial lives of our clients by implementing highly personalized planning and investment strategies, innovative technology, and delivering exceptional service to our clients.

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Our wealth-management services for clients include:

  • Public Market Investing

    • • Evidence-based public market investing
    • • Low-cost, tax-efficient, custom strategies

  • Privately-Held Investments

    • • Unique equity and debt opportunities
    • • Access to innovation community

  • Comprehensive Financial Planning

    • • Coordinated with portfolio strategy
    • • Charitable and legacy planning

  • Exceptional Client Service

    • • Dedicated Advisory Team
    • • Concierge-level service

  • Retirement Planning

  • Estate Planning

  • Cash Management

  • Insurance Analysis

I'm interested

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We want to connect you to the right advisor. Please tell us more about you.