Company profile

BIP Wealth

Wealth Management. Engineered to perform for you.

Industry
Financial Services
Employees
118
Headquarters
Atlanta, Georgia
LinkedIn followers
3,762
Office locations
5

BIP Wealth company summary

BIP Wealth is a company in the Financial Services industry, headquartered in Atlanta, Georgia. On LinkedIn the company has around 118 employees and 3,762 followers. The company lists 5 office locations. Its listed specialties include Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investment Management.

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About BIP Wealth

At BIP Wealth, our experienced team members help clients manage their wealth. Founded in 2007 as Buckhead Investment Partners, we help our clients—from business professionals, managers, and owners to professional baseball players—and their families gain access to public and private market financial opportunities historically reserved for the ultra-wealthy. How? We bring family-office style investing to the mass affluent. The science behind our financial planning, personal asset management, and market investing is backed by Nobel Prize-winning empirical research with savvy integrations of alternative investments. This powerful combination can help our clients create investment returns, new jobs, and financial wealth opportunities. We are committed to the creation of wealth so our clients are free to plan—and enjoy—the future with peace of mind. Holistic Financial Planning Built For You: - Comprehensive Planning - Investment Management - Cash Management - Estate Planning - Insurance Planning - Tax Planning - Personal Financial Guidance Who We Serve: ∙ Families & Individuals + Unexpected Life Events ∙ Entrepreneurs & Business Owners ∙ Professionals ∙ Late-Career & Retirees ∙ Baseball Players Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both. BIP Wealth: Engineered to Perform for You. Learn more about our Privacy Policy: https://bipwealth.com/privacy-policy BIP Wealth, LLC values our clients and makes it a top priority to safeguard their confidential information. When interacting with us online, please do not include any private information such as phone numbers, account numbers, or email addresses. To learn more about our services, head to bipwealth.com or call 404.495.5230 to connect with one of our team members.

Specialties

Wealth ManagementRetirement PlanningEstate PlanningFinancial PlanningInvestment ManagementInvestment StrategyAsset ManagementWealth PlanningWealth CreationLife PlanningPrivate Equity InvestingPublic Equity InvestingLegacy PlanningHigh Net WorthPrivate WealthProfessional AthletesEntrepreneursBusiness OwnersTax PlanningInsurance Planning401(k)Portfolio ManagementGenerational Wealth

Where is BIP Wealth located?

BIP Wealth lists 5 office locations.

Atlanta, Georgia, USHQ
3575 Piedmont Road NE
Alpharetta, Georgia, US
2500 Northwinds Pkwy
Columbus, Georgia, US
2101 Brookstone Centre Pkwy
Nashville, Tennessee, US
1222 Demonbreun St
Peachtree Corners, Georgia, US
3930 E Jones Bridge Rd

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Frequently asked questions about BIP Wealth

What does BIP Wealth do?

At BIP Wealth, our experienced team members help clients manage their wealth. Founded in 2007 as Buckhead Investment Partners, we help our clients—from business professionals, managers, and owners to professional baseball players—and their families gain access to public and private market financial opportunities historically reserved for the ultra-wealthy. How? We bring family-office style investing to the mass affluent. The science behind our financial planning, personal asset management, and market investing is backed by Nobel Prize-winning empirical research with savvy integrations of alternative investments. This powerful combination can help our clients create investment returns, new jobs, and financial wealth opportunities. We are committed to the creation of wealth so our clients are free to plan—and enjoy—the future with peace of mind. Holistic Financial Planning Built For You: - Comprehensive Planning - Investment Management - Cash Management - Estate Planning - Insurance Planning - Tax Planning - Personal Financial Guidance Who We Serve: ∙ Families & Individuals + Unexpected Life Events ∙ Entrepreneurs & Business Owners ∙ Professionals ∙ Late-Career & Retirees ∙ Baseball Players Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both. BIP Wealth: Engineered to Perform for You. Learn more about our Privacy Policy: https://bipwealth.com/privacy-policy BIP Wealth, LLC values our clients and makes it a top priority to safeguard their confidential information. When interacting with us online, please do not include any private information such as phone numbers, account numbers, or email addresses. To learn more about our services, head to bipwealth.com or call 404.495.5230 to connect with one of our team members.

How many employees does BIP Wealth have?

BIP Wealth has around 118 employees on LinkedIn.

Where is BIP Wealth headquartered?

BIP Wealth is headquartered in Atlanta, Georgia.

Where does BIP Wealth have offices?

BIP Wealth lists 5 office locations, including Atlanta, Georgia, US; Alpharetta, Georgia, US; Columbus, Georgia, US; Nashville, Tennessee, US; Peachtree Corners, Georgia, US.

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