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WHAT WE DO
Holistic Wealth Management
Private Investments
Tax Planning
Estate Planning
Special Needs Planning
401k Plans For Businesses
WHO WE SERVE
Families & Individuals
Entrepreneurs & Business Owners
Professionals
Late-Career & Retirees
Unexpected Life Events
Baseball Players
WHO WE ARE
CAREERS
BIP ALLIANCE
BIP Alliance
The Money Advisor Group
RESOURCES
CONTACT US
JavaScript is disabled in your browser. Please enable JavaScript for a better experience.
WHAT WE DO
Holistic Wealth Management
Private Investments
Tax Planning
Estate Planning
Special Needs Planning
401k Plans For Businesses
WHO WE SERVE
Families & Individuals
Entrepreneurs & Business Owners
Professionals
Late-Career & Retirees
Unexpected Life Events
Baseball Players
WHO WE ARE
CAREERS
BIP ALLIANCE
BIP Alliance
The Money Advisor Group
RESOURCES
CONTACT US
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You’re looking for peace of mind when it comes to your finances — we’re here to help make that happen. Reach out to start a conversation with a BIP team member.
Our Locations
Buckhead
3575 Piedmont Road
Building 15, Suite 730
Atlanta, GA 30305
Alpharetta
2500 Northwinds Parkway
Building III, Suite 100
Alpharetta, GA 30009
Nashville
1222 Demonbreun Street
Suite 1425
Nashville, TN 37203
Columbus
2101 Brookstone Centre Pkwy
Suite 200
Columbus, GA 31904
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