Engineered to perform.

Taylor Williams CFP®

Personal Wealth Advisor


WHAT ATTRACTED YOU TO BIP?
There are two things. First, I’ve known much of the team for 15 years or more and when you put that many focused, dedicated and high integrity people together, good things are going to happen. Second, the firm’s unique no nonsense approach to both private and public markets puts BIP in a class by itself.

WHAT’S THE BEST THING ABOUT YOUR JOB?
Building deep relationships with the families we serve. I get a kick out of seeing clients light up when we reach a mile stone in their financial plan.

WHAT DO YOU DO IN YOUR SPARE TIME?
When I’m not coaching my kid’s soccer teams or watching them run cross country or play lacrosse, I’m usually sharing the great outdoors with family, friends and my black lab on the family farm.

FAVORITE QUOTE:
“Price is what you pay. Value is what you get.” — Warren Buffet


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