The Money Advisor Group

Welcome to the BIP Family

We’re proud to welcome The Money Advisor Group team and clients to BIP Wealth.

What to Expect?

As a part of the BIP family, you will continue to work with your trusted team at The Money Advisor Group, but with the added benefit of expanded BIP Wealth resources. Here is what you have access to now as a part of BIP Wealth.

Accelerate Growth

Our team’s financial expertise, proprietary investment strategies, and access to private market investing will help you unlock new opportunities for financial growth.

Advanced Suite of Technology

Benefit from our advanced reporting and forecasting tools.

Integration Into Our Legacy

Become part of a BIP family that has fostered a decades-strong culture centered around servant leadership.

Your Trusted Team

The Money Advisor Group will continue to work with you just like you've come to know and expect.

Tim Money, CFP®

President, The Money Advisor Group

Jim Money, Jr., CFP®, ChFC®, CLU®

Manager, The Money Advisor Group

Tyler Kumar, CFP®

Personal Wealth Advisor, The Money Advisor Group

Matt Hand, CFP®

Personal Wealth Advisor, The Money Advisor Group

Alex Stevenson

Relationship Manager, The Money Advisor Group

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Frequently Asked Questions

Will I still work with my Money Group Advisor?

Yes! You will continue to work with the same team members from The Money Advisor Group office in Columbus. As we began discussions for a potential merger, it was extremely important that the entire Money Group Advisor Team would stay on and become part of the BIP Wealth family.

What changes can I expect with this transition?

The Money Advisor Group has a new logo now and it is A BIP Wealth Company. The current standard of care and personal touch you are used to receiving won't change at all. As part of the BIP Wealth family now, you will benefit from the expanded resources we offer to all of our clients. Where appropriate, in conjunction with your financial plan, you will have the chance for exposure to new private market investment opportunities.

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 engineered to perform for you.

Got another question for us?

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