The Baseball Division at BIP Wealth extends its warmest congratulations to every player selected in the 2026 MLB Draft this past weekend! We recognize that this accomplishment culminates years of hard work, sacrifice, and support from a lot of people behind the scenes, and every name called this weekend has certainly earned it.
We would also like to specifically congratulate multiple clients of the Baseball Division at BIP Wealth who were drafted this past weekend! We are honored to support you now and at every step throughout your baseball career and beyond. BIP’s 2026 draft class included several first-round picks and combined slot values for our drafted clients topped $37 million this year.
For these players, the work starts now. They’ll begin their professional baseball careers and work tirelessly to become the best players in the game. Within the next couple weeks, they’ll sign their Minor League Uniform Player Contracts, ship out to their organization’s complex facilities, complete physicals, perform media days, and put a professional baseball jersey on for the first time.
From there, they’ll start the process of working their way through the minor leagues, hopefully en route toward a big league debut—and for some, a shot at a championship. Each player will carve out their own unique path. We’re honored to help them navigate this exciting journey to fulfill a lifelong dream.
BIP Wealth’s Baseball Division is made up of former professional players. Our advisors have sat in the same clubhouses and faced the same questions the families we work with are facing now: what to do with a signing bonus, how to build a plan around a career that could last two years or twenty, and how to think about taxes across a schedule that changes states every few days. That perspective shapes how we work with clients from the moment NIL conversations start in college through the draft and into whatever comes after the game.
Draft day is the headline. The work that matters happens well before and long after it—from signing bonus and cash management before a rookie season starts, to tax planning across multiple states, estate planning, to the eventual transition out of the game. We are here for every step of a player’s career.
What is BIP Wealth’s Baseball Division? BIP Wealth’s Baseball Division is a team of financial advisors and wealth consultants who are former professional baseball players, providing wealth management, tax planning, estate planning, and NIL and signing bonus guidance to baseball players and their families.
How does BIP Wealth’s Baseball Division help players manage an MLB Draft signing bonus? We work with you to build a financial plan around a signing bonus that accounts for taxes, cash flow, and long-term savings, so a player’s bonus supports them well beyond their rookie season. We create a comprehensive plan to support the player’s goals for today and tomorrow.
Does BIP Wealth’s Baseball Division work with players before they’re drafted? Yes! Our Baseball Division advises many players during their high school and college careers, including NIL planning, so they have a financial foundation in place before the draft.
BIP Wealth, LLC (“BIP Wealth”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC as a registered investment adviser does not imply a certain level of skill or training.
A long-time client recently asked me: “With all the growth happening at BIP Wealth, is the plan to prepare the firm to be acquired?”
My answer was simple: “No.”
I am excited to come to work everyday because we are building something special. I genuinely hope my own children will want to be a part of this firm one day. Selling is not the goal. Serving clients for many years to come and exceeding their expectations are the goals.
It’s interesting to see how most advisory firms are built. When an advisor starts an RIA, the traditional path to personal financial reward at the end of a career is to sell the firm when it is time to retire. That is how the model has worked for most founders. At BIP Wealth, our value proposition, in conjunction with BIP Capital, has given me a different path that creates personal net worth through selective, successful private investments, rather than an eventual sale. That distinction matters. It means my interests as CEO of BIP Wealth and the interests of our clients and team members are aligned in a way that is genuinely unique in this industry.
We are not building toward an exit. We are building a legacy for the future.
This client’s question still deserves a more complete answer because our inorganic growth at BIP Wealth is real, and it is intentional. Here is the thinking behind it.
This is not a prediction because it is already happening, and the pace is accelerating. The firms that will be best positioned to serve clients over the next decade are the ones building the scale and resources to keep up with a rapidly changing landscape. Private market investment offerings that were once out of reach for individual investors are now accessible; however to do this as a fiduciary, you need infrastructure, due diligence, and specialist expertise. The capabilities clients deserve today are simply more resource-intensive than they were ten years ago.
At BIP Wealth, we believe we are significantly ahead of that curve. Our growth—through new partnerships, new team members, and relationships like the one we recently formed with Constellation Wealth Capital—is not growth for its own sake. It is growth in service of our clients.
One thing that is important to us is to have a low ‘client-to-advisor’ ratio so we can give our clients our full attention, along with a high level of personalized service. That commitment does not move. It is the foundation of how we ensure every client receives responsiveness, customization, and the quality of advice they deserve. As we grow, that standard grows with us.
The other thing I have found in our recent partnerships with the teams from The Money Advisor Group in Columbus and Prehmus Financial in Peachtree Corners is something I did not initially anticipate: each acquisition is making us better. When great teams with strong track records join BIP Wealth, they challenge us. They ask questions about why we do certain things the way we do. And we do the same for them. That exchange—different approaches, shared values—raises the bar for everyone, including our clients.
So when someone asks whether this growth will change things, my response is: “Yes, for the better.”
More capability, deeper expertise, and a team that is stronger than any of us would be on our own. The things that define who we are—our integrity, our commitment to our clients’ best interest, and the relationships we have built—those do not change.
We are grateful for the trust our clients place in us. Everything we are building is in service of earning that trust, every single day.
As always, if you have any questions or if we can do anything to serve you and your family better, please let us know.
A few months ago, a colleague mentioned that a friend of theirs was trying to figure out how to exit a sizable real estate portfolio. The timing was good—I had just wrapped up a comprehensive exit planning analysis for a long-time real estate investor, and the parallels were striking enough that I thought it was worth sharing.
My client is 62 years old and has spent decades building a portfolio of nearly 40 single-family residential rental homes. Over the years, he’s become genuinely good at finding, renovating, and managing these properties. But he had reached the point in life where he was ready to put the toolbox down. He wanted out of the day-to-day grind. The question wasn’t whether to exit, it was how.
Before looking at any specific strategies, we got clear on what a successful outcome actually looked like for him. His goals were straightforward:
That last point turned out to matter more than almost anything else.
We put three main exit paths under the microscope:
Deferred Sales Trust (DST structure).
Attractive because it allows you to defer capital gains at the point of sale and spread recognition of income over time. For investors with highly appreciated assets, this can look very appealing on paper.
1031 Exchange Real Estate Program.
A way to swap out of active management and into a passive institutional real estate structure while continuing to defer taxes. The appeal here was removing himself from the day-to-day without triggering an immediate tax bill.
Staged, tax-managed disposition, selling properties over time.
The more straightforward path: sell homes strategically over a 10-year window, recognize and pay long-term capital gains taxes as you go, and reinvest proceeds into income-producing assets better suited to retirement.
On the surface, the tax-deferral strategies looked compelling. Who wouldn’t want to kick the tax bill down the road?! But when we fully modeled the economic impact, including fees, ongoing administrative costs, investment restrictions, liquidity constraints, and the compounding effect of those variables over time, the picture changed substantially.
For this particular client, the most advantageous path was not the most complex one. The staged, taxable sell-down produced the strongest projected outcome for long-term family net worth by approximately $2 million.
The reason comes down to something that often gets underestimated in these conversations: fees compound too, and they compound against you. When you layer in program fees, administrative costs, and the loss of control over how and where your proceeds are reinvested, you can give back a significant portion of the tax savings you thought you were locking in.
By paying taxes along the way—and keeping control of the capital—my client retained more money working for him over the long run. And the math bore that out.
Beyond the numbers, there was something else the staged approach offered that the tax-deferral structures couldn’t: flexibility.
Rather than committing the entire portfolio to a single transaction or investment vehicle all at once, my client could sell homes selectively based on market conditions, tenant turnover, maintenance costs, and his own cash flow needs in any given year. When properties sold, proceeds could flow into investment approaches better aligned with where he is in life: lower complexity, more passive income, less operational burden.
That kind of control has real value. It’s difficult to quantify, but it’s real.
There’s no universal “best” exit strategy for owners of multiple investment properties. Deferred Sales Trusts, 1031 exchanges, institutional real estate funds, installment sales, and staged taxable dispositions can all make sense depending on the circumstances.
The variables that matter most include:
For a younger investor who plans to keep accumulating properties, tax deferral strategies may offer compelling long-term advantages. But for an investor approaching retirement—someone who wants less complexity, not more, and who values flexibility above all—a thoughtfully managed taxable exit strategy may ultimately put more money in the family’s pocket.
My client got what he came in wanting: a clear path to reduce the operational demands of managing nearly 40 homes, a way to keep the income coming in, and a projected increase in long-term family wealth, all without locking himself into a structure that would limit his options for years to come.
This analysis serves as a strong reminder that sophisticated planning is not always about eliminating taxes at all costs. Often, it is about balancing taxes, fees, control, flexibility, and quality of life to achieve the best overall financial outcome for the client and family.
That’s what we did here, and for this client, the answer was simpler than expected.
Common exit strategies include Deferred Sales Trusts (DSTs), 1031 exchange programs, installment sales, and staged taxable dispositions. The best strategy depends heavily on the investor’s age, income needs, estate planning goals, and tolerance for complexity and fees.
A DST can be useful for deferring capital gains, but investors should carefully model the full cost including program fees, investment restrictions, and reduced flexibility, all before assuming it’s the most advantageous path. In some cases, a staged taxable sale produces a better long-term outcome.
Options include 1031 exchanges, Deferred Sales Trusts, and installment sales. However, a staged sell-down over multiple years while paying long-term capital gains rates can also be highly effective when factoring in the costs and constraints of tax-deferral structures.
It depends on your goals. For investors who want to stay in real estate and continue deferring taxes, a 1031 exchange may be advantageous. For those approaching retirement who want simplicity, flexibility, and control over their capital, a strategic sell-down may produce better overall results after accounting for fees and investment restrictions.
There’s no single right answer, but investors in their late 50s and early 60s—particularly those managing a large number of properties—benefit from beginning exit planning well in advance. Earlier planning creates more options and allows for a multi-year strategy that spreads tax recognition and maximizes flexibility.
The information presented in this article is for educational purposes only and does not constitute investment, tax, or legal advice. Every investor’s situation is different, and strategies that are appropriate for one client may not be appropriate for another. Past results from any planning strategy are not a guarantee of future outcomes. Please consult with a qualified financial advisor, tax professional, and attorney before making decisions about your real estate portfolio or exit strategy.
BIP Wealth, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
Divorce ranks among the most financially complex transitions a person can face. Legal proceedings move quickly, emotions run high, and the financial decisions made during that window can shape a client’s life for decades. BIP Wealth has long believed that great financial guidance means showing up for clients during every major life event—not just the milestones worth celebrating, but the difficult ones too.
That commitment is reflected in our firm’s growing team of Certified Divorce Financial Analysts (CDFA®s). BIP Wealth is proud to have two advisors who hold this specialized designation: Marcia Mayoue, CFP®, CFA®, CDFA®, in our Atlanta office, and Ashley Arrington, CFP®, CEPA®, CDFA®, in our Nashville office.
A Certified Divorce Financial Analyst is a financial professional who specializes in the financial dimensions of divorce. While a divorce attorney navigates the legal process, a CDFA® focuses on what the numbers actually mean for a client’s life going forward. The two work hand in hand, with the CDFA® providing analysis that helps inform settlement decisions and long-term financial strategy.
The CDFA® designation is awarded through the Institute for Divorce Financial Analysts® (IDFA®) and requires rigorous coursework, an examination, and a commitment to ongoing education. Professionals who hold the designation are equipped to analyze asset division, evaluate tax implications, model retirement outcomes, and help clients understand the full financial picture before any agreement is finalized.
Working with a CDFA® is most effective when clients engage early, ideally before formal proceedings begin. Simple steps taken at the outset, like gathering financial records, inventorying assets, and understanding account access, can make the difference between a smooth process and one layered with avoidable complications.
A CDFA® can help answer some of the most consequential questions clients face during this time:
A CDFA® also serves as a bridge between legal strategy and personal financial reality. What makes sense on paper in a settlement agreement does not always translate into a secure financial future. Having a CDFA® involved means those two things stay aligned.
BIP Wealth was founded on the belief that every client deserves a personal CFO, someone who understands the full scope of their financial life and helps make decisions with clarity and confidence. That philosophy applies even more during a divorce, when the stakes are high and the path forward can feel uncertain.
Having advisors with the CDFA® designation means BIP Wealth clients going through a divorce don’t have to navigate these financial complexities alone. From asset division and tax strategy, to retirement planning and cash flow analysis, the firm’s CDFA®s are equipped to provide the kind of grounded, forward-looking guidance that helps clients move from a place of upheaval to one of stability.
Marcia Mayoue was the first advisor on our team to hold the CDFA® designation, and has built meaningful expertise working with clients at every stage of the divorce process—those preparing for proceedings, navigating active settlements, and rebuilding financially in the aftermath. Her experience gives her a deep understanding of how to translate complex financial analysis into decisions clients can feel confident about.
We are thrilled to announce that Ashley Arrington has successfully completed all the requirements to earn her Certified Divorce Financial Analyst designation. Ashley’s pursuit of this credential reflects both her commitment to her clients and something deeply personal.
“I have seen first-hand the way that divorce can affect a family financially, having helped my own parents through their divorce later in life,” shared Ashley.“I know through experience that seemingly minor details can be a make-or-break financial decision when played out over a lifetime.”
That lived experience informs Ashley’s approach with every client she serves. She understands that the decisions made during a divorce are not abstract, they are deeply human, with consequences that extend far into the future. Earning the CDFA® designation gives her an additional set of tools to match that understanding with rigorous financial analysis.
A divorce attorney and a CDFA® serve different roles. Your attorney handles the legal process; your CDFA® handles the financial analysis that informs it. Working with both gives you a fuller picture and can help prevent costly financial mistakes that aren’t always apparent from a legal standpoint alone.
The earlier, the better. CDFA®s do their most effective work when engaged before formal proceedings begin. Early involvement allows time to gather records, understand the full financial picture, and approach settlement discussions with clear data rather than reactive decisions.
Yes. Retirement assets are often among the most significant—and most misunderstood—components of a divorce settlement. A CDFA® can model different scenarios and help clients understand the long-term implications of dividing retirement.
If you or someone you know is preparing for, navigating, or recovering from a divorce, BIP Wealth’s team is here to help. Marcia Mayoue and Ashley Arrington bring both expertise and genuine care to every client relationship, serving as a support system to clients during one of life’s most challenging transitions. Reach out to learn more about how BIP Wealth can support you.
This financial planning checklist outlines the key steps to take as you prepare for the year ahead, better positioning you to navigate market changes, tax updates, and shifting personal priorities with confidence.
The first step in any year-end financial planning checklist is revisiting your goals. If you’re planning for retirement, saving wealth for unexpected life events, or preparing for significant milestones such as your child’s education costs, clarifying your objectives helps anchor your plan and ensures that every financial decision supports the future you want.
Ask yourself the following questions:
Estate planning remains an essential part of any comprehensive financial planning checklist, and 2026 brings an important update. The federal estate and gift tax exemption was originally set to drop at the start of 2026, but the One Big Beautiful Bill that passed in July prevented that reduction and instead increased the exemption.
Beginning January 1, 2026, the federal exemption rises to $15 million per individual or $30 million for married couples, with automatic inflation adjustments beginning in 2027. This change offers more predictability for long-term planning and allows families to revisit their strategies with greater clarity.
As you review your plan, consider the following:
Including your estate plan in your financial planning checklist helps your strategy stay aligned with your goals and the latest tax landscape.
Your investment strategy should evolve alongside changes in your life and the market. As part of your financial planning checklist, take time to evaluate whether your portfolio is still positioned to support your objectives.
A thorough review of your financial management plan may include:
Tax law changes and annual inflation adjustments make it worthwhile to revisit how your savings accounts contribute to your long-term financial strategy. As part of your year-end financial planning checklist, review your contributions to:
The IRS publishes annual updates on retirement contribution limits and tax bracket thresholds to help taxpayers plan effectively. You can also explore how tax planning fits into your broader strategy with one of our dedicated financial advisors.
Retirement planning remains an important part of your financial planning checklist, and several SECURE Act 2.0 updates take effect in 2026 that may influence how you save. The most notable change involves how certain earners make catch-up contributions, along with new rules for plan accessibility and enrollment.
Beginning in 2026, employees who earned more than the inflation-adjusted wage threshold in the prior year must make their catch-up contributions on a Roth basis. The 2025 wage threshold is $145,000, and this number will be adjusted for inflation in 2026.
This update affects:
If a retirement plan does not allow Roth contributions, eligible high earners will not be able to make catch-up contributions until the plan is updated. This makes it important to understand how your employer intends to handle the change and whether updates are scheduled for the year ahead.
A few other SECURE Act 2.0 provisions also take effect in 2026, including:
You should review the details of your current retirement accounts and consider the following steps:
Including retirement updates in your comprehensive financial planning checklist makes sure your contributions remain aligned with the latest rules and your long-term objectives.
Charitable giving strategies look different in 2026 due to the return of itemized deduction limits and the introduction of a 0.5 percent AGI floor on charitable deductions. These updates may influence how and when deductions offer the greatest benefit.
When reviewing your charitable plan in your financial planning checklist, consider:
Navigating financial decisions during a year of legislative changes can feel overwhelming, but you don’t need to handle it alone. A financial advisor can help you interpret new rules, refine your investment strategy, and ensure that your plan remains aligned with your long-term goals.
If you would like support as you work through your financial planning checklist, the BIP Wealth team is ready to help you approach the year ahead with clarity and confidence. Contact us today to be connected with a trusted advisor.
This article is intended for informational purposes only and does not constitute legal, tax, or investment advice. Investors should seek legal and tax advice based on their particular circumstances from an independent estate planning attorney and tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.
Charitable giving is more than a tax deduction strategy for individuals and families. Often, charitable giving reflects personal values, supports causes that matter, and, when planned intentionally, creates valuable tax benefits. This year, that last piece carries more weight than usual. With several Trump tax law changes taking effect on January 1, 2026, donors have a short window to make the most of the charitable giving tax deduction under today’s more favorable rules.
Beginning next year, new limits will reduce how much of your charitable giving can be itemized. For many people who give consistently, 2025 is the ideal time to accelerate or “front-load” gifts before the rules shift. These changes were introduced as part of the recent tax package in the One Big Beautiful Bill, and understanding them can help you make more informed decisions about your philanthropy.
With the current rules in place through the end of this year, donors can still take advantage of today’s full charitable giving tax deduction structure. Contributions to qualified charitable organizations may be deducted from your taxable income, subject to charitable giving tax deduction limits based on both what you give and how you give it.
Under existing IRS rules:
This year’s guidelines remain predictable and relatively generous, which is what makes this year such a valuable planning year for those who want to minimize their tax bill. With several shifts coming soon, it’s worth considering how charitable decisions align with your broader tax planning strategy before the landscape changes.
Starting January 1, 2026, several adjustments will affect charitable giving deductions. While the charitable deduction itself isn’t disappearing, the value of those deductions may decrease unless giving is planned with the new rules in mind.
Here are the key changes happening to charitable giving tax deductions in 2026:
Beginning in 2026, charitable deductions will only apply to amounts above a 0.5% AGI floor. A portion of your giving simply won’t count toward itemized deductions.
Taxpayers in the top bracket will see a reduction of 2% applied to all itemized deductions, effectively amounting to a 5.4% reduction (2% / 37%). This is small on paper but meaningful for larger gifts. The net effect here is that itemized deductions will count as a 35% reduction, instead of 37%.
With fewer itemized deductions available, more people may find they don’t exceed the standard deduction at all, reducing the tax value of charitable contributions starting in 2026.
Because of these shifts, donors who give annually, or who plan multi-year philanthropic commitments, are choosing to “front-load” contributions this year. The goal isn’t to change what you give, but when you give it, allowing you to maximize the charitable giving tax deduction while it’s still fully available.
Here are a few of the most common reasons people are choosing to act now:
“Bunching” multiple years of charitable donations into 2025 helps make sure that total itemized deductions exceed the standard deduction, leading to greater tax savings.
Any gift made in 2025 avoids the upcoming AGI floor entirely, meaning your full donation is deductible (subject to existing charitable giving tax deduction limits).
Since the reduction in itemized deductions doesn’t begin until 2026, gifts made this year retain their full value.
A donor-advised fund (DAF) allows you to take a full deduction this year, then recommend grants to charities gradually in the years ahead. It’s a popular strategy for those who want flexibility without sacrificing tax efficiency.
Your ideal charitable approach depends on your goals, the assets you hold, and how you prefer to support the organizations you care about. These are the strategies many donors evaluate when considering how to maximize the charitable giving tax deduction.
Cash donations remain the simplest and most flexible method of giving. They also allow the highest AGI deduction limit, which is helpful when planning around a single high-impact tax year.
Gifting appreciated stock, real estate, or business interests allows you to deduct the fair market value of the asset and avoid capital gains tax. This approach can also reduce exposure to concentrated positions, which is something often discussed when reviewing overall financial plan risks.
DAFs offer an immediate deduction paired with long-term flexibility. Donors can contribute now and distribute grants at any time in the future. You can gift either cash or appreciated stock. Also, the funds retained in this account are subject to market appreciation, meaning potentially more money that can be given to charity. It’s important to note that these funds must go to a public 501c3 nonprofit organization and are not able to be contributed to any private foundations.
Charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) can support multi-year philanthropic goals, provide income streams, and contribute to estate planning. These strategies often appear alongside broader estate planning considerations.
Regardless of the method you choose, the IRS has clear requirements for claiming the charitable giving tax deduction:
These rules are expected to stay consistent even as other Trump tax law changes take effect.
As you consider whether to act now, you may want to reflect on:
Charitable giving often intersects with broader financial planning, and coordinating those pieces thoughtfully can help you make the most of this unusual year.
With several charitable giving deductions starting in 2026 poised to reduce how much of your donations can be itemized, this year stands out as a meaningful planning opportunity. Whether you’re accelerating your usual annual giving, donating appreciated assets, or funding a DAF, this year offers more favorable conditions for maximizing the charitable giving tax deduction.
To explore which strategies may be right for you, you can connect with a BIP advisor anytime through our contact page.
The answer depends on the type of asset and your AGI. Cash gifts are generally deductible up to 60% of AGI, while appreciated assets typically fall around 30%, subject to IRS rules and charitable giving tax deduction limits.
The charitable giving tax deduction reduces taxable income for donors who itemize. When you give to qualified nonprofits, the value of your gift may be deducted from your income, assuming documentation requirements are met.
Yes—most contributions to qualified 501(c)(3) organizations are tax-deductible, though rules vary based on asset type and annual income limits.
This article is intended for informational purposes only and does not constitute legal, tax, or investment advice. Investors should seek tax advice based on their particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.
The BIP Wealth team is honored to be named in Wealth Management IQ’s “RIA Edge 100” list. The list recognizes wealth management firms that have grown fast while always keeping the needs of their clients top-of-mind.
“We are delighted to be named to the RIA Edge 100 list. On top of recent honors from USA Today and the Atlanta Business Chronicle, seeing our firm’s name on Wealthmanagement.com’s list means everything to us,” Bill Harris, Co-Founder and CEO of BIP Wealth, said. “BIP Wealth’s top priority has and will always be serving our wonderful clients. Our firm’s continued growth is all thanks to the faith they have shown in us to manage their hard-earned wealth.”
Developed by Wealthmanagement.com’s research team in partnership with ISS MI, the list was created using data from the Discovery Data MarketPro platform.
To start, the RIA Edge 100 list is not a traditional award as RIAs cannot apply for this list. Additionally, they are not considered based on factors such as social media popularity or business relationships. The list comes down to the top 100 firms that display healthy growth and a true commitment to serving clients.
This means a lot to our team, as we did not submit anything to be considered for this honor.
“Knowing that BIP Wealth made the list because of our hard work is something to celebrate,” said Harris. “We hope to remain on the RIA Edge 100 list for years to come.”
So, how did BIP Wealth qualify for the honor?
The first metric the Wealth Management IQ research team used was whether the RIAs they analyzed were SEC-registered. Qualifying firms were also required to have high-net-worth individuals as part of their client base and manage at least $500 million in assets.
This metric is important for our team as it helps spotlight our firm’s growth. We’ve grown to $3.3B AUM at BIP Wealth, and are excited and honored to continue growing.
As the RIA Edge 100 list is data-backed, key metrics such as AUM (assets under management) growth over one and five-year periods, the ratio of employees to clients, and the average size of client portfolios were also considered. At BIP Wealth, we are also driven by data. Our wealth-creation engine leverages innovative technology and financial forecasting to help our clients personalize their wealth plans for future success.
At BIP Wealth, we combine precise financial science with the wisdom of industry experts to help our clients grow, manage, and protect what’s most important. For the past few years, we’ve been fortunate to have seen such growth in our assets under management, client base, and staff. From opening new offices in cities like Nashville to growing our BIP Wealth Baseball Division and acquiring a new RIA, we’re excited about what’s in store over the next few years.
“BIP Wealth would be nothing without our amazing clients and we cannot wait to continue serving them,” Harris said. “Making the RIA Edge 100 list will only motivate our team further.”
If you’d like to learn more about our firm or speak directly with an advisor, please reach out to connect with us. You can also check out our resources page to learn more about what’s new at BIP Wealth and in the financial industry.
Disclosure: The data for the ratings was as of 1/1/2024. BIP Wealth did not apply to be considered on the RIA Edge 100 list, nor did they provide any compensation in order to appear on the list.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.
BIP Wealth, recently named on wealthmanagement.com’s RIA Edge 100, as well as the top 3 on the Atlanta Business Chronicle’s 2023 Best Places to Work list for medium-sized companies, is proud to welcome the addition of former MLB outfielder Jeremy Hermida to its Baseball Division as Business Development Officer. Hermida joins former Pro Baseball players Kyle Schimdt, CFP®; John Hester, CFP®; and Chase Murray in the Baseball Division founded by former Major League Baseball pitcher Jim Poole.
Hermida was the Marlins’ No. 1 draft pick (11th overall) in the 2002 Major League Baseball draft and one of the highest-rated minor league players throughout his 3-year ascent to the MLB. He went on to play professionally for 14 years, 6 of which were in the majors for the Florida Marlins, Boston Red Sox, Oakland Athletics, Cincinnati Reds, and San Diego Padres. He ended his professional playing career in 2015 in Japan with the Hokkaido Nippon Ham Fighters.
Having Jim Poole as one of his personal and professional mentors for 7+ years, Hermida knew he wanted to be more involved with the Baseball Division at BIP Wealth. With his deep admiration and firsthand knowledge of the importance of having exquisite financial advice and guidance, it was an easy ‘yes’ for Hermida to move from being a client of BIP to joining the team. He considers his current role both an honor and a calling.
BIP Wealth’s Baseball Division provides investment management and sophisticated planning solutions geared towards the goals and objectives of draft-eligible, current, and retired professional baseball players and their families. Hermida is uniquely positioned to help guide clients through their journey of life on and off the field.
“BIP is in a class of its own when it comes to client care and expertise, and I am thrilled to be a part of the team,” said Hermida. “Being mentored by Jim Poole helped lead me to where I am today on the team. I started with a few private investment deals as a hobby and became more and more interested after my playing days. I’m so ready for this second career and the chance to take a more hands-on approach to guiding current and former players and their families as they prepare for the future.”
“Jeremy has been a part of the BIP Wealth family for the past 7 years as a client. We’re excited that he’s decided to take this next step in his post-playing life by joining our Baseball Division,” shared Bill Harris, CFP®, Co-Founder & CEO of BIP Wealth. “Jeremy has played baseball all over the world, so he knows first-hand the ups and downs of a professional career. His extensive playing experience and financial aptitude will be a strong addition to our team. The future success of BIP Wealth’s Baseball Divison just took a big step forward.”
Hermida lives in the Dunwoody area with his wife of 12 years, Lindsey, and their son and two daughters. Born and raised in Marietta, Hermida went and married a northern Jersey girl, so you can find them splitting their summer vacations between the south and the north.
Contact Jeremy: Jeremy Hermida, BIP Wealth Baseball Division, Business Development Officer
Press Contact: Jenni Brown, Chief Marketing Officer
