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 investment advisory firm that manages roughly $5.29 billion for over 3,000 clients and serves individuals, high-net-worth households, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning (retirement, estate, tax, education, charitable gifting) and ongoing portfolio management, with client relationships documented at the household level and account reviews performed at least quarterly. BIP’s investment approach is framed by modern portfolio theory and emphasizes broad global diversification, low-cost mutual funds and ETFs, tax-aware asset location, and strategic asset allocation tailored to each household’s equity/fixed-income mix and cash flow profile. Portfolios are customized by risk tolerance and life-stage and may include individual bonds and stocks, options-based covered-call strategies (two buy‑write SMA strategies), and—for eligible investors—access to private market securities evaluated by an internal Investment Committee. What is atypical for a firm of this size is its role in private fund activity and private-market offerings: affiliates (including BIP Holdings, BIP Capital, BIP Capital Management Services, and LAGO Asset Management) create and manage limited partnerships, BDCs and pooled vehicles, and BIP Holdings serves as manager of the BIP Bay Point Funds (exempt funds described in offering documents and subject to an annual surprise exam). Private investments are offered on a non-discretionary basis, may be sponsored or managed by related entities (creating potential conflicts disclosed in offering materials), and the firm generally targets private market equities to be a significant portion of a household’s equity exposure (the brochure cites a guideline near one‑third of equity).
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.
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