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The Roth IRA is the “Holy Grail” of Tax Smart Investing
Creating and maintaining an investment portfolio that provides the best risk/return profile is the obsession of many investors.  More return with less risk is obviously the goal.
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BIP Wealth Expands Its Alpharetta Office
The BIP Wealth team is excited to announce the expansion of our Alpharetta office within our current Northwinds III building at 2500 Northwinds Parkway.
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BIP Wealth Named as One of Atlanta Business Chronicle’s Top 3 Best Places to Work for 2023
The BIP Wealth team is excited to announce that we have again been named by the Atlanta Business Chronicle as one of Atlanta’s Best Places to Work.
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A letter from Bill Harris, in celebration of Jim Poole
BIP Wealth Family,  As many of you know, our very own, Jim Poole, has been suffering from ALS over the last couple of years after being diagnosed in June 2021. It is with a heavy heart to let you know that Jim passed away last night.  His wife Kim was right next to him, holding him […]
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BIP Recognized as a Top Financial Planning Advisor By USA Today
In April of 2023, BIP Wealth was recognized as one of the Best Financial Advisory Firms of 2023 in an inaugural list created for USA Today
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BIP Wealth Continues Sponsorship Of NGCA Cycling Club For 2022
BIP Wealth has continued our sponsorship of the North Georgia Cycling Association Club (NGCA) for 2022. The NGCA is the premier cycling club in the southeastern U.S., and we are proud to have our logo appear on the back of the new jerseys in a more prominent position.
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Holistic Financial Management: Five Ways This Strategy Can Benefit Investors
It’s one thing to have a vision for your wealth. But, in our complex financial landscape, where things can change in a heartbeat, it's just as important to have a plan in place that takes a comprehensive approach.
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How to Prepare for Market Disruptions
Listen in as BIP Wealth's Chief Investment Officer, Eric Cramer, covers what's going on in the financial markets and how we're advising our clients.
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Our Podcast

Ahead in the Count

Learn how to navigate the financial side of professional sports from former pros  and current financial advisors Kyle Schmidt, John Hester, Chase Murray and Jeremy Hermida.
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