BIP Wealth has partnered with Red Tortoise, a respected Atlanta-based wealth management firm, and we are thrilled to welcome their team and clients to the BIP family.
Red Tortoise was founded by CEO Rex Macey, CFA®, CFP®, a veteran investment professional with more than 30 years of experience. Before starting Red Tortoise, Rex served as Chief Investment Officer at Wilmington Trust, where he led the equity group, asset allocation team, and risk management efforts. He built Red Tortoise on a simple but powerful philosophy: “Eat Well. Sleep Well.” That idea—that great financial advice should give you confidence and peace of mind—aligns perfectly with BIP’s goal of improving the financial lives of our clients.
Joining Rex is a deeply credentialed team that includes Howard Fleming, CFA®, CPA, CFP® and George Chen, CFA®, CIPM®. Together, the Red Tortoise team brings a genuine commitment to goal-oriented, fiduciary wealth management. They’ve built something special in Atlanta, and we’re honored they’ve chosen to build their next chapter alongside us.
Red Tortoise clients can expect continuity in the trusted relationships they already have, now backed by BIP Wealth’s platform, planning capabilities, and resources. The firm will be moving forward under the BIP Wealth name. Their $400M in assets under management will be joining BIP, marking another meaningful milestone in our growth across Georgia and beyond.
“Red Tortoise was built on the belief that clients deserve straightforward, conflict-free advice and a team that genuinely has their back,” said Rex Macey, CEO of Red Tortoise. “BIP Wealth shares that commitment without compromise. This partnership gives our clients access to a deeper platform and wider resources while keeping everything they’ve come to value about working with us. We’re excited about what we can do together.”
“Rex, Howard, and George have earned the trust of their clients over decades as fiduciaries by putting the clients’ interests first,” said Bill Harris, Co-Founder and CEO of BIP Wealth. “That’s who we want joining BIP, and it’s exactly what our clients can count on as we grow. Each team we hand-pick to join our family brings incredible value that we can learn and grow from to serve our clients even better.”
If you’re a Red Tortoise client with questions about this transition, please feel free to reach out. Your advisor relationship remains your most important point of contact, and our teams are here to ensure this process is seamless for you.
For advisors or other firms interested in learning more about partnering with BIP Wealth, reach out to start a conversation.
