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.
Company Details
- Employees
- 86
- Founded
- -
- Address
- 3575 Piedmont Road Ne, Building 15
- Phone
- +1 404.495.5230
- bi****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bipwealth.com
- Keywords
- Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investment Management, Investment Strategy, Asset Management, Wealth Planning, Wealth Creation, Life Planning, Private Equity Investing, Public Equity Investing, Legacy Planning, High Net Worth, Private Wealth, Professional Athletes, Entrepreneurs, Business Owners, Tax Planning, Insurance Planning, 401(k), Portfolio Management, Generational Wealth.
- HQ
- Atlanta, Georgia
Bip Wealth Questions
Bip Wealth's helpline number is +1 404.495.5230
Bip Wealth's website is bipwealth.com
Bip Wealth's LinkedIn profile is https://www.linkedin.com/company/bip-wealth
Bip Wealth has
86 employees.
View email and phone details for 86
employees at Bip Wealth.
Bip Wealth's industry is
Financial Services
Bip Wealth's top competitors are
Wealth Enhancement,
Praxis Financial Partners, Llc,
Capital Investment Advisors,
Homrich Berg,
Signaturefd,
Buckhead Investment Partners,
Bip Capital,
Balentine,
Mio Partners, Inc.,
Bip Ventures.
Bip Wealth's support email address is bipclientcare@bipwealth.com
Bip Wealth's categories are Financial Services
Bip Wealth's founding year is 2007
