We're #hiring a new Wealth Management Relationship Manager - Baseball Division in Atlanta Metropolitan Area. Apply today or share this post with your network.
BIP Wealth
Financial Services
Atlanta, Georgia 3,800 followers
Wealth Management. Engineered to perform for you.
About us
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.
- Website
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http://www.bipwealth.com
External link for BIP Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Specialties
- 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, and Generational Wealth
Locations
Employees at BIP Wealth
Updates
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We’re proud of Ashley L Arrington, CFP®, CEPA® who has earned her Certified Divorce Financial Analyst (CDFA®) designation, joining Marcia Mayoue, CFP®, CFA®, CDFA® in bringing this specialized expertise to BIP Wealth clients! Divorce is one of the most financially complex events a person can navigate. A CDFA® works alongside your attorney to analyze asset division, tax implications, retirement planning, and long-term financial outcomes so you’re not just settling a legal matter, but protecting your financial future. Ashley’s path to this designation is personal. Having helped her own parents through a later-in-life divorce, she understands first-hand how deeply financial decisions made during this time can ripple across a lifetime. Way to go, Ashley! 👏 While we hope our clients never need it, we’re glad to have two CDFA®s on our team for those who do.
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A Spousal Lifetime Access Trust (SLAT) is a strategy that transfers wealth outside a taxable estate while preserving some flexibility for a spouse. The details are key. 🔑 Trustee selection, liquidity planning, gift tax considerations, and IRS rules can all influence whether an SLAT achieves its intended purpose. Learn more about SLATs and whether they’re right for your strategy in our latest blog authored by Estate Planning Advisor, Sarah R. Watchko, Esq.: https://lnkd.in/gjCKfAN2
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It’s almost time for our Q3 2026 Quarterly Market Report webinar hosted by Chief Investment Officer Eric Cramer, CFP®, CFA®!🚨 Join us on Zoom this Friday, July 31, from 12:00 PM - 1:00 PM (EDT) as we discuss what’s going on in the markets and how we are advising our clients. You won’t want to miss this! Click here to register for free: https://lnkd.in/eCw2MCNv
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Each year, our summer Intern class takes part in a tradition we hold close: a day of service in the community. This year, they spent it at North Fulton Community Charities for our annual Intern Service Day! 💙 They split into groups to sort through clothing donations and pack diapers, filling two large shipments by the end of the day. While we don't have an exact count, the group estimates they packed well over 10,000 diapers for local families. Days like this are about more than the work itself. They are a chance to step outside the office, work side by side, and see what teamwork and impact really look like. We're proud of this year's class for showing up with heart, energy, and a genuine sense of purpose. To the team at North Fulton Community Charities: thank you for the work you do for families across our community every day. We were grateful for the chance to lend a hand! #CommunityService #Volunteering #GivingBack #ServantLeadership #BIPWealth
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Private credit isn’t one-size-fits-all. Where an investment sits in the capital stack can make a big difference in both risk and repayment priority. Learn more: https://lnkd.in/ebUpHn8R 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘍𝘰𝘳 𝘪𝘭𝘭𝘶𝘴𝘵𝘳𝘢𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘪𝘰𝘯 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘣𝘶𝘺 𝘰𝘳 𝘴𝘦𝘭𝘭 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘈𝘭𝘭 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘵𝘩𝘦 𝘳𝘪𝘴𝘬 𝘰𝘧 𝘭𝘰𝘴𝘴. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘗𝘳𝘪𝘷𝘢𝘵𝘦𝘭𝘺 𝘵𝘳𝘢𝘥𝘦𝘥 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨𝘴 𝘮𝘢𝘺 𝘰𝘯𝘭𝘺 𝘣𝘦 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘵𝘰 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘸𝘩𝘰 𝘮𝘦𝘦𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘴𝘵𝘢𝘵𝘶𝘴𝘦𝘴. © 2026 𝘉𝘐𝘗 𝘞𝘦𝘢𝘭𝘵𝘩. 𝘈𝘭𝘭 𝘳𝘪𝘨𝘩𝘵𝘴 𝘳𝘦𝘴𝘦𝘳𝘷𝘦𝘥.
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Congratulations to every player selected in the 2026 MLB Draft this past weekend! ⚾ We would also like to specifically congratulate multiple clients of our BIP Wealth Baseball Division who were drafted, including several first-round picks! Our Baseball Division is made up of former professional players who've sat in the same clubhouses and faced the same questions these families are facing now—from signing bonus and cash management to tax and estate planning, across a career that could last two years or twenty. We're honored to support these players now and at every step of their careers ahead. Congratulations again to the entire 2026 MLB draft class! 👏 https://lnkd.in/eNkDde-6
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BIP Wealth reposted this
The MLB Draft is a dream realized, but it’s also the beginning of a brand new game. ⚾ As former professional baseball players, the BIP Wealth Baseball Division understands what that moment feels like. We know the excitement, the uncertainty, the pressure that follows, and the unique challenges you'll face. In our 2026 MLB Draft Series on the 'Ahead in the Count' podcast, we dive into all the details and provide real advice on securing your wealth from pros who’ve been through it. Check it out: https://lnkd.in/edxJBqNn 🎧 Available on Spotify, Apple Podcasts, & more!
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In celebration of the 250th anniversary of the Declaration of Independence, here are a few estate planning lessons from our resident Estate Planning Advisor Sarah R. Watchko, Esq., drawn from the people who signed it. Some planned well. Some did not. All of them left something behind worth learning from...
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We're proud to share that legendary Georgia Institute of Technology baseball coach Danny Hall, our Vice President of Strategic Growth at BIP Wealth, has been selected for induction into the College Baseball Hall of Fame! Congratulations, Danny 💫 This is a monumental achievement and well deserved! #StingEm🐝 College Baseball Foundation
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