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Nashville, TN

Harpeth Private Wealth Advisory

We’re proud to welcome Pat Hardie, Sarah Mosley, and their clients to BIP Wealth.

What to Expect?

As a part of the BIP family, you will continue to work with your trusted team at Harpeth, but with the added benefit of expanded BIP Wealth resources. Here is what you have access to now as a part of BIP Wealth.

Accelerated Growth

Our team’s financial expertise, proprietary investment strategies, and access to private market investing will help you unlock new opportunities for financial growth.

Advanced Suite of Technology

Benefit from our advanced reporting and forecasting tools.
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Integration Into Our Legacy

Become part of a BIP family that has fostered a decades-strong culture centered around servant leadership.

Your Trusted Team

The Harpeth team will continue to work with you just like you've come to know and expect, along with the added resources of Ashley Arrington, Drew Byers, and the rest of the BIP team.
MEET THE FULL BIP WEALTH TEAM

Patrick Hardie

Personal Wealth Advisor

Drew Byers

Associate Advisor

Sarah Mosley

Relationship Manager

Resources

Frequently Asked Questions

Will I still work with my same Harpeth Advisor?

Yes! You will continue to work with the same team members from Harpeth, in addition to Ashley Arrington and Drew Byers.

What changes can I expect with this transition?

Harpeth has a new name and logo now and will be going by BIP Wealth. The current standard of care and personal touch you are used to receiving won't change at all. As part of the BIP Wealth family now, you will benefit from the expanded resources we offer to all of our clients.

What does an ongoing relationship with BIP look like?

You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is engineered to perform for you.

Got another question for us?

We’ve got the answer. Feel free to reach out to our team over the phone at 615-646-9906 or through the button below.
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