A complete list of active advisors currently associated with BIP Wealth, LLC
Warmer can help you find a great advisor at BIP Wealth, LLC or one who fits your needs even better.
BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families (including high-net-worth clients), trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and ongoing portfolio management. The firm manages both discretionary and non-discretionary accounts and also advises pooled investment vehicles and private funds. BIP develops household-level plans that are implemented with tailored asset allocations using mutual funds, ETFs, fixed income and, where appropriate, individual securities and options-based covered-call strategies; portfolios are reviewed at least quarterly. For investors who qualify as Accredited/Qualified (Qualified Investors), BIP may supplement public-market allocations with private-market securities, which are non-discretionary, screened by an Investment Committee, and incorporated into overall equity exposure under firm guidelines. What distinguishes BIP from many multi-team peers is its adviser role to private pooled vehicles (the BIP Bay Point Funds) and affiliated sponsor activity through related entities that create and manage private-market offerings, a relatively uncommon service for firms of this category. The firm also operates firm-run buy-write (covered-call) SMA strategies and a cash-management institutional reserve for companies, and discloses legacy arrangements that result in ongoing compensation when client assets remain on a broker-dealer platform.
To learn more about the advisors currently working at BIP Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse BIP Wealth, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)