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.
