Organization · Family Office
BIP Wealth
BIP Wealth is a registered investment advisory firm based in Atlanta, Georgia, specializing in wealth management and financial planning for high-net-worth individuals and families. Founded in 2007, it offers personalized investment strategies and advisory services.
Overview
What BIP Wealth does
What BIP Wealth is
BIP Wealth is a registered investment advisory firm based in Atlanta, Georgia, specializing in wealth management and financial planning for high-net-worth individuals and families. Founded in 2007, it offers personalized investment strategies and advisory services.
How it participates in the startup ecosystem
The current public profile supports funder and event host and publisher capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 2007
- Approximate age
- About 19 years
- Structured capabilities
- Funder · Event host · Publisher
- Last reviewed
- March 24, 2026
Official channels
Find BIP Wealth elsewhere
Open the official website or a supported primary organization account.
Capability profile
BIP Wealth as a funder
Investment thesis
BIP Wealth focuses on providing personalized financial planning and investment strategies to help clients achieve their financial goals.
Focus narrative
BIP Wealth offers a comprehensive range of services, including holistic wealth management, private investments, tax planning, estate planning, special needs planning, and 401(k) plans for businesses. The firm caters to various client segments, including families, individuals, entrepreneurs, professionals, retirees, and baseball players.
Value beyond capital
BIP Wealth provides value to its portfolio companies through personalized financial planning, strategic investment advice, and a commitment to client care and expertise.
Focus and fit
- Regions
- United States
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
BIP Wealth has expanded its portfolio through strategic partnerships and acquisitions, notably acquiring Prehmus Financial, which added over $900 million in assets under management, and The Money Advisor Group, enhancing its presence in Columbus, Georgia.
Capability profile
BIP Wealth as an event host
Event focus
BIP Wealth offers a range of services including holistic wealth management, private investments, tax planning, estate planning, special needs planning, and 401(k) plans for businesses. The firm serves various client segments, including families, individuals, entrepreneurs, professionals, late-career individuals, retirees, and baseball players.
Format narrative
BIP Wealth hosts various events, including financial literacy workshops aimed at educating clients and the community about financial management and investment strategies.
Format and cadence
- Event types
- workshop
- Startups can present
- No
Availability
- Registration state
- Not currently accepting
Audience and fit
- Audience
- Founders · Investors · Corporate Innovators
- Regions
- United States
Capability profile
BIP Wealth as a publisher
Editorial focus
BIP Wealth is a registered investment advisory firm that specializes in holistic wealth management, private investments, tax planning, estate planning, special needs planning, and 401(k) plans for businesses. Founded in 2007 and based in Atlanta, Georgia, the firm aims to help clients achieve their financial goals through tailored financial strategies.
Audience value
BIP Wealth provides comprehensive wealth management services designed to meet the unique financial needs of families, individuals, entrepreneurs, and professionals, ensuring personalized attention and expertise.
Format and cadence
- Content formats
- newsletter and webinar-series
- Primary platform
- bipwealth.com
- Cadence
- regular
Availability
- Guest pitch state
- Not currently accepting
Audience and focus
- Audience
- Founders · Investors · Operators
- Regions
- United States
Flagship work and coverage
Flagship properties
BIP Wealth produces regular newsletters and market reports that discuss economic trends and investment strategies, along with financial literacy workshops led by team members.
Common questions
What to know about BIP Wealth
Upseed classifies BIP Wealth under the Family Office organization type. Its current public profile includes funder, event host, and publisher capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 24, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.