Engineered to perform.


BIP Wealth is a leading registered investment advisory (RIA) firm with over $2 billion in investment assets under management (AUM) for its clients, which include high net worth individuals and families. Founded in 2007, BIP Wealth operates in Atlanta & Alpharetta, Georgia; Scottsdale, Arizona; Columbus, Ohio; and now Nashville, Tennessee.

We believe our firm’s unique value proposition gives us an advantage over the competition. We provide goal-based planning, sophisticated public market investment management and access to private market equity and debt instruments. If you are currently working with a firm that doesn’t provide you with the opportunity to do your life’s best work, then BIP may offer you the career you’ve been looking for.

At BIP Wealth, we believe performance matters. We believe in diligence, hard work and that every idea should drive better results. We believe personal relationships are vital to success—that’s why we listen, collaborate, and build solutions together. From goal-based planning to sophisticated investment management, we design every strategy to go beyond what’s expected. We have built what we see as the ideal private equity practice, offering our clients direct, unparalleled access to the community that is driving innovation in Atlanta and across the Southeast.

Wealth has the power to do great things. That’s why we’re constantly innovating to make your money go further. We are not your typical wealth management firm. We are driven towards excellence.

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