Forrest Robertson, Cfp® Email & Phone Number

Many firms say they can manage your wealth. Few can help you create it. At Buckhead Investment Partners, we concentrate on both.While other firms focus on selling, we’re relentlessly focused on the science of investing. Our singular goal is to help you succeed in creating and managing your wealth. In pursuit of this goal we are propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine delivers smart, insightful strategies for the complex needs of our clients, and an engaging, dynamic and rewarding client experience.At Buckhead Investment Partners, 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’ve built one of the Southeast’s leading private equity practices, offering our clients direct 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 working and consistently innovating to make your money go further. We are not your typical wealth management firm. We are driven towards excellence. We are Engineered to Perform.

Listed skills include Strategic Financial Planning, Wealth Management, Investments, Retirement Planning, and 1 others.

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  University Of North Carolina At Chapel Hill

  History