Mark Buffington, Co-Founder Bill Harris, CFP®, Co-Founder & CEO
Our Story
Founded in 2007, BIP Wealth is grounded in the belief that wealth management should not only be reserved for the ultra-wealthy. We've built our reputation by offering tailor-made wealth management services backed by Nobel Prize-winning financial research and savvy integrations of alternative investments. Today, we operate out of offices in Atlanta, Alpharetta, Columbus, and Nashville, but we serve households nationwide.
Our Mission
Our mission is to improve the financial lives of our clients through highly personalized and differentiated planning and investment strategies.
Our Values
Servant Leadership
We guide with humility and respect, committed to serving our clients’ best interests.
Collaboration
Our team-centric approach fosters an environment of open communication to create optimal financial strategies for our clients.
Excellence
At every level, we strive for perfection. We make things better for our clients and each other.
Sense of Community
We foster a sense of belonging, not only within our team but with our clients. We extend our family ethos to everyone, creating a strong and supportive BIP community.
CJ is an Associate Advisor with BIP Wealth, as part…
Why We Win
At BIP Wealth, we've combined our expertise, innovative strategy, and personalized service to create a winning approach for our clients' financial success.
Comprehensive Financial Planning
Evidence-Based Public Market Investing
Unparalleled Access to Privately-Held Investments
Proprietary trading strategies to reduce risk and volatility
Join the BIP Family
Join the team that's shaping the future of wealth management.
