BIP Wealth

BIP Wealth is a wealth management firm that builds personalized financial plans for families, professionals, entrepreneurs, late-career clients and retirees. Its work covers holistic wealth management, private investments, tax planning, estate planning, special needs planning and 401k plans for businesses. The firm also works with baseball players, guided by former pro players, on navigating the MLB draft and managing wealth through their playing years.

Clients work with a Personal Wealth Advisor who stays involved as life changes, and the firm describes itself as a fiduciary that puts client interests first. BIP Wealth was founded in 2007 and has offices in Atlanta, Alpharetta, Columbus and Nashville, along with a Peachtree Corners location, and it serves households nationwide. The Atlanta office is at 3575 Piedmont Road in Buckhead. Clients can connect with an advisor through the website or by phone.