I’m excited to share a project that has been in the works for the last couple of months. Buckhead Investment Partners has rebranded to become BIP Wealth.
This name change is important for many reasons. It aligns our brand with the growing geographical presence we’ve earned outside of the Buckhead financial district. We have also been affectionately referred to as BIP by our clients and network, so we’ve incorporated this nickname into our brand as we soar to new heights in the coming years.
When Mark Buffington and I founded Buckhead Investment Partners in 2007, we set out with the shared belief that the true meaning of wealth represents more than financial security. Our clients trust us with their financial well-being, which means they trust us with their overall well-being…period. We take that trust very seriously.
In the 11 years since we started our firm, the wealth management industry has changed considerably. Generational differences, the emergence of smart phones, the Great Recession and subsequent regulatory changes have all influenced the way the market approaches investment management and financial planning.
According to a recent report from Ernst and Young, “Today’s clients want their private wealth to be viewed and managed holistically.” Our name change does not impact the way we work with our clients. We’ve always worked closely with them to secure the bigger picture of financial wellness. What has changed, though, is the way we talk about what we do.
Changing our name to BIP Wealth enhances our commitment to meaningfully improving the lives of our clients. Our new name and logo emphasize the core element of how we achieve that goal. Our key differentiator is our innovative wealth-creation engine, which is propelled by a unique blend of evidence-based investing, a focus on technology innovation and a deep commitment to openness and transparency with clients.
As BIP Wealth, we will continue to provide a comprehensive set of highly tailored wealth-management services for successful executives, entrepreneurs, professional athletes and those planning for or already enjoying retirement. Our mission is to offer high-end, family-office style investing to the mass affluent, combined with unique private-market investments and an investment philosophy rooted in Nobel Prize-winning financial research.
The core of who we are and what we do remains unchanged. Our number one goal is to empower our clients to plan―and enjoy―their future with peace of mind.
We look forward to continuing our work together as BIP Wealth.