We are a wealth management firm that combines precise financial science and industry expertise, offering tailored advisory services and ongoing communication to help you reach your unique goals.
*As of 10/1/2025. combined metrics for BIP Wealth and Prehmus Financial, A BIP Wealth Company
**BIP Wealth clients, for calendar year 2024
$5.0B+
Assets Managed*
3,000+
Households Served*
99.2%
Client Retention**
It’s Like Having Your Own Personal CFO
At BIP, we work with you to create a highly personalized financial plan to address your current needs and achieve your future goals. We’ll be right by your side to refine your plan as life unfolds.
We leverage deep insight in public and private markets and an array of investment services to engineer an evidence-based strategy to expand your wealth.
Manage
In addition to executing your investment plan, your Personal Wealth Advisor is also a trusted advisor who can assist with any financial-related decision.
Protect
As fiduciaries, we act in your best interest, always. Risk management is always on our mind as protecting what you have worked so hard to build is a top priority.
Who We Serve
Families & Individuals
Accelerate your financial success with expanded investment strategies and sophisticated financial planning.
