BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.

Financial Literacy: The Fundamentals for Financial Success

At BIP Wealth, financial literacy is not about predicting markets or chasing the hottest trends. It’s about equipping people with the confidence to make informed decisions, especially during periods of uncertainty. Our latest financial literacy workshop focused on one idea: strong financial outcomes begin with understanding the fundamentals. Led by CJ Young, CFP®, the session […]

Financial Literacy: The Fundamentals for Financial Success

News

BIP Wealth Ranked #1 in Atlanta Business Chronicle’s Best Places to Work for 2024

The BIP Wealth team is excited to announce that we have been named #1 by the Atlanta Business Chronicle as one of Atlanta’s Best Places to Work.

Estate Planning | News

BIP Wealth Welcomes Estate Planning Expert Sarah Watchko to the Firm

Sarah will be instrumental in furthering BIP’s Estate Planning capabilities for clients.

News

Stock Market Volatility: Panic or Opportunity?

What could cause the markets to erupt like this? We’ve seen stock market volatility lately, but this is after an extended period of unprecedented calm.

Blogs | Guides

Understanding Financial Management: An Investor’s Guide to Today’s Market

From Roth IRAs to portfolio strategies, there are many factors investors need to consider when creating a holistic financial plan.

News

BIP Wealth Announces the Promotion of Jenni Brown to the Role of Chief Marketing Officer

Jenni Brown has been promoted to the role of Chief Marketing Officer (CMO) at BIP Wealth.

Quarterly Updates

How Strong Fundamentals Drove Financial Success in Q2 2024

Join Chief Investment Officer Eric Cramer as he discusses the state of the American economy and key takeaways during Q2 of 2024.

News | Wealth Management

BIP Wealth Named to Wealth Management IQ’s RIA Edge 100 List

The RIA Edge 100 list is reserved for registered investment advisors who have grown fast while meeting their clients’ priorities.

Baseball Division | News | Wealth Management

14-year Professional and MLB Veteran, Jeremy Hermida, joins BIP Wealth’s Baseball Division

Jeremy, 11th Overall Pick in 2002, Joins BIP’s Growing Team of Former Athletes

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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