Posted in "Announcements"

Marcia Mayoue CFA® Steps Back into Adviser Role at BIP Wealth

Nate Smith —
Announcements

Mayoue’s Return to Wealth Management Supports Company Growth ATLANTA – January 16, 2020 -- BIP Wealth, one of the Southeast’s leading wealth management firms, today announced that Marcia Mayoue has rejoined its team of wealth advisers. Mayoue previously built a successfu...

Preview of Q4 Quarterly Market Report

Nate Smith —
Announcements, Economy

[audio m4a="https://bipwealth.com/wp-content/uploads/2019/10/2019-Q4-QMR.m4a"][/audio] Our Chief Investment Officer, Eric Cramer, gives a brief recap of the third quarter of 2019 and an overview of the markets going into the fourth quarter of 2019. Thanks for listening toda...

Five Star Professionals

Nate Smith —
Announcements, Wealth Management

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

Nate Smith —
Announcements, Wealth Management

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...