BIP Wealth

CFP^® Professional Joins Atlanta-based Wealth Management Firm In Nashville

NASHVILLE — BIP Wealth, one of the Southeast’s premiere wealth management RIA firms, announced the addition of Mason Porritt, a Personal Wealth Advisor based in Nashville, as the firm continues to establish itself in Music City. Porritt will help support BIP Wealth’s expansion into the Nashville market with our newly opened office in Gulch Union.

Porritt was previously a Financial Advisor with Shoemaker Financial. He brings to BIP Wealth a range of financial planning experience, and a passion to serve and improve the financial lives of his clients.

“When I was first approached by BIP, I was curious to know what separates them from all of the other firms. I quickly learned why BIP stands out and how they take care of clients, so it was a no-brainer for me to join the team,” said Porritt. “It’s really important to me to operate as a true fiduciary—always acting in the best interests of my clients. Having that opportunity to join an RIA like BIP is a perfect fit for me as I continue to establish my career.”

Porritt graduated from Grand Valley State University with a degree in marketing and sales. This strategic background carries into the way he builds financial plans and communicates openly with his clients to the highest fiduciary standards. When he was younger, he watched his parents’ journey with a financial advisor that clearly didn’t have their best interests at heart. That experience propels him today to ensure his clients get the advice they need and deserve.

“Shortly after we connected with Mason, it was clear to us that he would be a great fit for our growing team in Nashville,” said Bill Harris, CFP^®, Co-Founder and CEO of BIP Wealth. “Mason has lived and worked in the metro-Nashville area for the last 5 years and is a great relationship-builder. We’re thrilled to add him to our team as we continue to grow our BIP Wealth brand across the Southeast.”

Porritt, alongside his wife Ashtin, is based in metro Nashville with their dog named Bogey. In his spare time, Porritt, a self-proclaimed foodie, can be found golfing, hunting, fishing, or checking out the latest hot new restaurant.