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. Other honorees include Cox Enterprises, ParkMobile, Mark Spain Real Estate, and many more. We’re honored to rank in the top 3 for Medium-sized companies for fostering an environment that empowers our employees to grow and develop.

The companies were categorized by their size and nominated by their employees. Extra Large (500+ employees), Large (100-499 employees), Medium (50-99 employees), and Small (10-49 employees) companies were selected by the publication based on a number of factors, including employee engagement.

Last year, our team was honored as one of the top Small companies to work for. Backed by our incredible growth over the past year, we moved up into the Medium companies category. This is a huge deal for our team, to say the least.

“At the heart of every great company lies its people. We’re honored to once again be recognized by the Atlanta Business Chronicle as one of the best places not only to work but truly build a career. Our employees do so much for our clients, and we could not be more proud of the effort they put forth each and every day,” says Bill Harris, CFP®, Co-Founder and CEO of BIP Wealth. “It’s our collaborative spirit that guides our work. We challenge each other to be the best versions of ourselves each and every day and I’m so grateful to our team for always going the extra mile for our clients.” 

While in the office, human connection is one of our guiding principles. In the same mindset as our client work, we want our colleagues to feel heard and be successful. To learn more about the award and why our team was recognized, be sure to check out our feature in the Atlanta Business Chronicle.

How We’re Different

Founded in 2007 with offices in Atlanta, Alpharetta, and Nashville, we help our clients improve their financial lives through highly personalized and differentiated planning and investment strategies. Through comprehensive services which include wealth planning and management, estate planning, insurance planning, and more, we help our clients address their current needs and meet their future goals. 

The following values guide our approach:

Servant Leadership

At BIP Wealth, we guide with humility and respect, committing ourselves to serving the needs and best interests of our many clients. It is through servant leadership that we provide holistic wealth management services that are formulated to help our clients fortify their financial well-being. 


We leverage a team-centric mindset to foster an environment of open communication, combining our diverse expertise to create optimal financial strategies for our clients. Our collaborative approach also applies to our clients, where we create regular touchpoints to maintain a fully transparent wealth management process.


As part of our commitment to offer industry-leading services, we hold ourselves accountable to a relentless pursuit of excellence. Our team endeavors to not only guide clients through evidence-based investment strategies but also help them unlock opportunities in private equity, venture capital, and private credit that have historically been reserved for just the ultra-wealthy.

Sense of Community

Within our team and among our clients, we do our best to foster a sense of belonging. We extend our family-first ethos to everyone who interacts with BIP Wealth, creating a strong and supportive community.

At BIP Wealth, we’re partners you can trust. To meet the experienced team of financial advisors that drive innovation and personal connections, head over to our Who We Are page. You can also contact us to connect with one of our advisors.