Through expert insights, human connection, and intelligent forecasting, BIP Wealth helps you take the exciting steps to scale your RIA.
Accelerate Growth
With our expanded resources, remove operational inefficiencies to allow you to focus on your highest and best while accelerating the growth of your firm.
Private Investment Direct Access
Working closely with our venture capital firm, we offer direct access to unique private investment opportunities.
Integration Into Our Culture
Our dedication to servant leadership ensures clients are well taken care of and informed at every step of your succession plan.
Newest Members of the BIP Family
The Money Advisor Group
Tim Money partnered with BIP to accelerate the growth of his $300 Million firm and cement a long-term plan to serve his clients and team.
For almost 20 years, BIP has leveraged Nobel Prize-winning financial research to help clients improve their financial lives. Lead your firm into the future by partnering with our trusted team.
