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.

Finance

BIP Wealth

Bill Harris

Heather Callahan

Justin Yost

Drew Malone

Matt Hand

Hannah Morris

Charles A. Crowley

Ross Hughes

Mason Porritt

Ashley Arrington

Xavier Herschberg

Michael Sorrow

J.P. Scott

Forrest Robertson

Taylor Williams

John Ray

Dennis Booker

Michael Brocker

Marcia Mayoue

Aron Riddle

Andy Bunch

Kevin Walker

Andrew Somoza

Nate Smith

Mark Parker

Jenni Brown

Darrick Alford

Duncan Meredith

Jacob May

Eric Cramer

The Client Relationship Team at BIP Wealth focuses on maintaining and enhancing client satisfaction by providing personalized wealth-management services. This team of Associate Advisors, Relationship Managers, and Personal Wealth Advisors work closely with clients to develop and implement tailored financial strategies, ensuring their assets grow and financial goals are achieved. They build strong, lasting relationships with clients, handling their specific needs and addressing any concerns promptly and effectively.

Client Relationship Team

Leadership Team

Portfolio Management Team

Client Relationship Team

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Team members

Other teams at BIP Wealth

Leadership Team

Portfolio Management Team