Registered Investment Advisors can partner with BIP to accelerate growth and provide resources for a successful future.
Connect With UsSet Up Your RIA for Continued Success
Through expert insights, human connection, and intelligent forecasting, BIP Wealth helps you take the exciting steps to scale your RIA.
Accelerate Growth
With our expanded resources, remove operational inefficiencies to allow you to focus on your highest and best while accelerating the growth of your firm.
Private Investment Direct Access
Working closely with our venture capital firm, we offer direct access to unique private investment opportunities.
Integration Into Our Culture
Our dedication to servant leadership ensures clients are well taken care of and informed at every step of your succession plan.
Newest Members of the BIP Family
Prehmus Financial
The strategic partnership with Prehmus Financial, a wealth management firm with more than $900M in assets under management, expands BIP Wealth’s presence across Metro Atlanta while pushing its assets under management to more than $5B.
READ MOREThe Money Advisor Group
Tim Money partnered with BIP to accelerate the growth of his $300 Million firm and cement a long-term plan to serve his clients and team.
READ MOREFor almost 20 years, BIP has leveraged Nobel Prize-winning financial research to help clients improve their financial lives. Lead your firm into the future by partnering with our trusted team.
Connect With UsWe guide with humility and respect, committed to serving the best interests of your clients.
We extend our family ethos to everyone, creating a strong and supportive BIP community.
Our team will act as a guiding hand, ensuring you and your clients are supported at every step.
