BIP Wealth
Charles Crowley, CFP®, AIF® is a seasoned personal wealth advisor currently serving at BIP Wealth since January 2023. Prior to this role, Charles was a wealth advisor at Veracity Capital from August 2021 to January 2023 and spent over a decade at Atlanta Financial Associates, now known as Mercer Advisors, where responsibilities included wealth manager and associate advisor/financial planner. Charles began the career as a financial planner at Howell Financial Group from May 2008 to July 2010. Charles holds a Bachelor of Science in Family & Consumer Sciences with a focus on Family Financial Planning from The University of Georgia, earned in 2008.
BIP Wealth
At BIP Wealth, they concentrate on both. Clients grow assets at BIP Wealth. Founded in 2007, the firm, previously known as Buckhead Investment Partners, provides highly tailored wealth-management services for successful professionals, business managers, corporate executives, professional athletes, and those planning for or already enjoying retirement.