Atlanta, GA Piedmont Rd, NE Office

Alfredo Valverde Salazar is a CFA® charterholder with one year of experience at BIP Wealth, LLC. He previously worked at Capital Group for five years and held positions at NASA's Jet Propulsion Laboratory and the Georgia Institute of Technology. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages diversified, customized portfolios with a focus on low-cost mutual funds and ETFs, and offers access to private market opportunities through affiliated entities.

Michael Sorrow Jr. is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at BIP Wealth since 2019 and previously spent 22 years at Greene Consulting Associates, LLC. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm constructs customized, diversified portfolios using low-cost mutual funds, ETFs, individual bonds, stocks, and options, and offers private market investment opportunities and institutional strategies.

George Chen is a CFA® charterholder with nine years of industry experience. He currently works at BIP Wealth, LLC and previously held roles at Red Tortoise, LLC and FDx Advisors. Chen is based in Atlanta, GA. BIP Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, household-level portfolios focused on diversified, low-cost mutual funds and ETFs, supplemented by individual securities, and incorporates private market investment opportunities for qualified clients.

Emily Fleming is a financial advisor at BIP Wealth, LLC with a Series 65 designation and four years of industry experience. She previously worked at Signature FD, Wiser Wealth Management, and Somerset Advisory before joining BIP Wealth. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships, offering customized, diversified portfolios with a focus on low-cost mutual funds and ETFs supplemented by individual securities and private market opportunities.

Hayes Chamblee is a Series 65-licensed advisor with BIP Wealth, LLC in Atlanta, GA, and has one year of industry experience. His prior roles include positions at Gratus Capital LLC and work in education at Campbell University and Broughton High School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with a multi-advisor approach, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market opportunities.

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving at BIP Wealth, LLC since 2011. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor firm managing approximately $5.29 billion for individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers customized portfolio management and comprehensive financial planning, emphasizing diversified, low-cost mutual funds and ETFs, complemented by individual securities and private market investments.

Andrew Cole is a CFP® affiliated with BIP Wealth, LLC in Atlanta, GA, with one year of industry experience. Before joining BIP Wealth in 2026, he worked at Blue Trust, Blumark Financial Advisors, and Ronald Blue Trust, and has experience in education at Liberty University, Samford University, and Brookstone School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, diversified portfolios using low-cost mutual funds and ETFs, individual securities, and private market investments through affiliated private funds.

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with BIP Wealth, LLC and has a career history that includes ten years at SunTrust Bank. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships with a multi-advisor team and focuses on customized, diversified portfolios using low-cost mutual funds, ETFs, individual securities, and private market opportunities.

Dylan Dennis is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 credential. He has recently started his career in the industry, with experience dating back to 2025, including time spent both with BIP Wealth and in educational roles at Auburn University and Pinecrest Academy. BIP Wealth, LLC offers investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships. The firm focuses on customized, household-level portfolios with diversified, low-cost mutual funds and ETFs, supplemented by individual securities and private market investment opportunities.

Ross Hughes is a CFP® and holds a Series 65 license with 11 years of experience in the financial advisory industry. He has worked at BIP Wealth, LLC since 2022 and previously held roles at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC serves individuals, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm focuses on customized, household-level portfolios that emphasize diversified, low-cost mutual funds and ETFs, combined with individual bonds, stocks, and options, and also provides access to private market opportunities through affiliated entities.

Matthew Hand is a financial advisor with BIP Wealth, LLC in Atlanta, GA, holding the CFP® designation and Series 66 and 63 licenses. He has eight years of industry experience, having previously worked at firms including CapFinancial Securities LLC, Cetera Advisors, and Charles Schwab. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships. The firm offers customized, diversified portfolios emphasizing low-cost mutual funds and ETFs alongside individual securities, with private market investing capabilities and institutional cash strategies.

Howard Fleming is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with BIP Wealth, LLC, where he has worked since 2026, following seven years at Red Tortoise, LLC and fifteen years at SunTrust / Genspring Family Offices. Fleming also prepares individual tax returns as a side activity. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans with investment advisory and comprehensive financial planning. The firm manages portfolios using diversified, low-cost mutual funds and ETFs along with individual securities and provides access to private market opportunities through affiliated entities.

Matthew Edmiston is a financial advisor with BIP Wealth, LLC in Atlanta, holding a Series 65 credential and bringing two years of industry experience. Prior to his current role since 2021, he has been involved as Jr. Academy Director for the Alpharetta Ambush Soccer Club, leading youth soccer coaching programs. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion in assets. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, alongside access to private market opportunities and specialized buy-write strategies.

Melissa Bunson is a financial advisor at BIP Wealth, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc., The Strategic Financial Alliance, Inc., and Strategic Blueprint, LLC. In addition to her advisory role, she is employed as a Client Services Manager at Prehmus Financial Partners, where she handles client account processing and trading activities. BIP Wealth, LLC provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and employer-sponsored retirement plans. The firm manages approximately $5.29 billion across about 3,100 client relationships using customized, diversified portfolios that combine low-cost mutual funds and ETFs with individual bonds, stocks, and options, and also offers private market investment opportunities to eligible clients.

William Harris is a CFP®-designated financial advisor with 20 years of industry experience, currently practicing at BIP Wealth, LLC in Atlanta, GA since 2007. He is a passive minority equity owner and quarterly financial reviewer for BIP Holdings, LLC, a venture capital firm. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across 3,100 client relationships through a multi-advisor team. The firm provides customized household-level portfolios emphasizing diversified, low-cost mutual funds and ETFs, alongside bonds, stocks, and options, and offers access to private market investments and institutional strategies.