Entrepreneurs & Business Owners

As Your Business Thrives, So Should Your Wealth

Uniquely tailored wealth management for entrepreneurs and business owners, providing personal CFO services, allowing you to focus on your business.

Master the Financial Balance of Entrepreneurship

Building your business while growing personal wealth can be a challenging juggling act. BIP Wealth is here to help you find the perfect balance.

Personal Wealth Management

Intelligent planning and investment management tailored to your personal financial goals and risk tolerance.

Succession Planning

Helping you navigate the financial challenges of entrepreneurship, from managing business equity to exit planning.

Partnering in Your Success

Our comprehensive approach to wealth management for entrepreneurs means we’re as invested in your success as you are.

Exit & Succession Planning

We offer strategic guidance on business transition to maximize your returns and secure your financial future.

Tax Strategy

We help you navigate tax complexities, aiming for the most efficient strategies to keep your wealth growing.

Cash Management Strategies

Through a variety of proven strategies, we can help you securely maintain the liquidity your business needs to operate smoothly.

Trusted Professional Network

Leverage our extensive network of professionals, from attorneys to accountants to consultants, to gain valuable insights for your business ventures.

BIP Ventures

BIP Ventures is the venture capital division of BIP Capital, an affiliate of BIP Wealth. It is one of the Southeast's largest and most active VC firms with investments in more than 70 portfolio companies. In addition to capital, BIP Ventures supports entrepreneurs with access to infrastructure, acumen, and talent that results in category-leading companies.

Related Services

Wondering if you’re at the right place? View related wealth management services.

Families & Individuals

Customized financial planning for families and individuals to secure your family’s financial future.
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Late-Career & Retirees

Secure a comfortable and fulfilling retirement with our strategic planning, ensuring your hard-earned wealth supports your desired lifestyle.
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Frequently Asked Questions

What kind of support can I expect for my business's financial needs?

BIP Wealth understands the unique financial challenges faced by entrepreneurs. We provide strategic guidance on various aspects, including tax planning, managing business equity, and exit and succession planning. Our goal is to help you balance the financial needs of your business with your personal financial goals.

Does BIP Wealth hold my money?

BIP is not a custodian but will assist you in opening an account with a nationally known firm such as TD Ameritrade, Fidelity, or Schwab, to act as the custodian for your funds.

How does BIP get paid?

BIP does not sell securities or insurance and makes no commission for any product we may recommend. We are advisers, not salespeople. BIP earns a fee based on the amount of assets we are managing for our clients. Our incentive is to grow your wealth.

How do I monitor my account?

BIP has a client portal and mobile app called ClientCare which enables you to securely view your investment portfolios, access updates from private market portfolio investments, and store important documents.

What types of performance reporting can I expect?

BIP provides Quarterly Portfolio Reports that include customized portfolio goals, an investment policy statement, performance reporting of portfolios against risk-based benchmarks, and milestones and accomplishments in your relationship with BIP.

What does an ongoing relationship with BIP look like?

You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is here for you.

Got another question for us?

We’ve got the answer. Feel free to reach out to our team.