Holistic Financial Management: Five Ways This Strategy Can Benefit Investors

Jenni Brown —
Investing Strategies, Wealth Management

It’s one thing to have a vision for your wealth. But, in our complex financial landscape, where things can change in a heartbeat, it's just as important to have a plan in place that takes a comprehensive approach. This is where the concept of holistic financial planning comes i...

BIP Recognized as a Top Financial Planning Advisor By USA Today

Jenni Brown —
Announcements

In April of 2023, BIP Wealth was recognized as one of the Best Financial Advisory Firms of 2023 in an inaugural list created for USA Today by market research firm Statista to help guide consumers to the best wealth management services amid a volatile stock market.   The list w...

How to Prepare for Market Disruptions

Jenni Brown —
Economy, Investing Strategies, Wealth Management

[embed]https://youtu.be/M4yI60MGHj4[/embed]   This quarter's theme is, "How to Prepare for Market Disruptions." Listen in as BIP Wealth's Chief Investment Officer, Eric Cramer, covers what's going on in the financial markets and how we're advising our clients. D...

BIP WEALTH WELCOMES THE ADDITION OF DARIUS HICKS

Jenni Brown —
Announcements

(850)585-1128  CFA® Charterholder Joins Atlanta-based Wealth Management Firm as a Portfolio Manager  ATLANTA — One of the Southeast’s premiere wealth management RIA firms, BIP Wealth, announced the addition of Darius Hicks, CFA®, as Portfolio Manager. 2022 was a banner...