Engineered to perform.

Contact Us

BIP Wealth

Menu ▾

Skip to content

Who We Are
- Team
- Careers
What We Do
How We’re Different
News

BIP News

Forrest Robertson
CFP®

Jenni Brown — Feb 06, 2014Jun 13, 2019

Who We Are

Team
Careers

What We Do

Public Equities
Private Equities
Public Fixed Income
Private Fixed Income
Planning
News and Events

How We’re Different

Our Story
Our Formula
Our Ethos

Contact Us

Buckhead
3575 Piedmont Road
Building 15, 7th Floor, Suite 730
Atlanta, GA 30305

Alpharetta
2500 Northwinds Parkway
Building III, Suite 150
Alpharetta, GA 30009

Nashville
1222 Demonbreun Street
Suite 1425
Nashville, TN 37203

404.495.5230
866.435.8877
bipclientcare@bipwealth.com

© 2023 BIP Wealth, All Rights Reserved.

Privacy Policy
ADV Part 2
ADV Part 3 – CRS

This website (www.bipwealth.com) (this “Website”) is owned and operated by BIP Wealth, LLC (“BIP Wealth”). BIP Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC and other state securities authorities as a registered investment adviser does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC or other state securities authority. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of BIP Wealth as of the date hereof, which are subject to change without notice at any time. BIP Wealth does not represent that any opinion or projection will be realized. Neither BIP Wealth nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Connect Me To An Advisor

We want to connect you to the right advisor. Please tell us more about you.

First Name*
Last Name*
City*
State*
Email*
I am a/an...*
- Business Owner/Entrepreneur
- Professional (Attorney, Physician, CPA)
- Corporate Executive/Manager/Salesperson
- Athlete
- Widow/Divorcee
- Retiree
- Interested in private markets

Δ