BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.

Atlanta-Based RIA BIP Wealth Announces Investment From Constellation Wealth Capital

This strategic partnership adds resourcing to BIP’s organic growth trajectory, while accelerating its acquisition strategy.

Atlanta-Based RIA BIP Wealth Announces Investment From Constellation Wealth Capital

This strategic partnership adds resourcing to BIP’s organic growth trajectory, while accelerating its acquisition strategy.

News | Press Releases

Atlanta-Based RIA BIP Wealth Announces Investment From Constellation Wealth Capital

This strategic partnership adds resourcing to BIP’s organic growth trajectory, while accelerating its acquisition strategy.

Economy | Investing Strategies | News

BIP Wealth’s Approach To Private Credit

Private credit isn't collapsing, it’s evolving. We break down what’s really happening in credit markets and why our BDC strategy is built for this moment.

Guides | Wealth Management

What to Plan for in 2026

As we head into 2026, what should you do to protect your finances? We break it down in this comprehensive financial planning checklist.

Tax Planning | Wealth Management

Charitable Giving Tax Deductions: How They are Changing and Why to Act Now

How can charitable giving lower your tax rate? In this guide, we’ll break down their importance, including changes to expect in 2026.

tax planning and estate planning advisors

Estate Planning | Tax Planning

The One Big Beautiful Bill: What It Means for Your Taxes

Interested in how U.S. tax laws have recently changed? Check out our recap of a recent BIP Wealth webinar with Sarah Watchko and Allie Powell.

News | Prehmus Financial

BIP Wealth Partners With Prehmus Financial, A Metro Atlanta Financial Services Firm

The strategic partnership with Prehmus Financial, a wealth management firm with more than $900M in assets under management, expands BIP Wealth’s presence across Metro Atlanta while pushing its assets under management to more than $5B.

Baseball Division | News

Legendary Georgia Tech Baseball Coach Danny Hall Joins BIP Wealth For Next Chapter In His Career

Former Coach And Long-Time BIP Baseball Division Client Joins Atlanta-Based Wealth Management Firm’s Growing Team In A Strategic Growth Role.

Quarterly Updates

The Q2 Market Report: Diversification, Tech Volatility, and Tariff Exposure

Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2025 Q2 Market Report.

Our Podcast

Ahead in the Count

Learn how to navigate the financial side of professional sports from former pros and current financial advisors Kyle Schmidt, John Hester, Chase Murray and Jeremy Hermida.

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