Five Star Professionals

2019 Five Star Wealth Managers Recently, Bill Harris, CFP®, co-founder of BIP Wealth, and Jim Poole, CFP®, a personal wealth adviser in BIP Wealth’s Professional Baseball Division, received the 2019 Five Star Wealth Manager Award which recognizes outstanding investment profe...

BIP Wealth Once Again on the Short List

Financial Times Top 300 Registered Investment Advisers For the fourth consecutive year, BIP Wealth was recognized by Financial Times in its annual list of the top 300 Registered Investment Advisers in the US. The FT 300 list is produced independently by the Financial Times in co...