The One Big Beautiful Bill (OBBB) is here, and it brings changes to rules around gift & estate taxes. Exemptions are higher, inflation adjustments are on the horizon, and some familiar rules haven’t changed at all. Although simple on the surface, it’s easy to wonder what it all really means for families planning ahead. With this in mind, we pulled together a quick breakdown to help you better understand what shifted and what didn’t! ⬇️ If you’d like to talk through how these changes fit into your bigger financial picture, our team at BIP Wealth is always here to help! Learn more: https://lnkd.in/ezE9553P #wealthmanagement #financialplanning #BIPWealth #wealth #financialadvisor #financialplanning #OneBigBeautifulBill #OBBB #EstatePlanning #TaxPlanning Allie Powell, CPA Sarah R. Watchko, Esq.
BIP Wealth
Financial Services
Atlanta, Georgia 3,429 followers
Helping you fortify your financial success through personalized wealth management strategies.
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
- Founded
- 2007
- 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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BIP Wealth reposted this
If you love tax strategy, problem-solving, and working with great people — with a company that promotes a life well-lived — this could be your next move. Come work with BIP Wealth, recently recognized as one of Atlanta Business Chronical's Best Places to Work, and help us build this exciting new role!
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BIP Wealth reposted this
ALUMNI HIGHLIGHTS: Drew Malone, CFP®, CPA finished his accounting undergrad degree in 2017 and MAcc in 2018. He started his career with PwC in Atlanta. He is currently an Associate Wealth Advisor with BIP Wealth, where he works closely with clients to design financial strategies that support both their present needs and future aspirations. He is an alumnus of the Philanthropic Advisor Leadership Institute and an active steward in his church. Drew resides in Woodstock, Georgia, with his wife, Nicholle, and two sons. With both parents being proud Alabama alumni, it's no surprise that the family enjoys cheering on the Crimson Tide. #RollTide #BamaMAcc
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BIP Wealth is growing! We are excited to announce our strategic partnership with Prehmus Financial, a wealth management firm specializing in investment management and financial planning from Peachtree Corners, Georgia. Through this acquisition, Prehmus Financial clients and future investors will gain expanded access to BIP’s wealth management platform, advanced planning capabilities, and client technology suite. Our strategic partnership unites two financial firms that share a people-first approach and a deep commitment to client service and community involvement. “The partnership with Prehmus Financial accelerates BIP’s strategic expansion and extends our value proposition as we partner with great people who share our values,” said Bill Harris, CFP®, CEO of BIP Wealth. “The Prehmus Financial team brings a shared commitment to excellence and lifetime service to their clients. We are excited to welcome them to the BIP family.” To learn more about the acquisition, check out our latest announcement: https://lnkd.in/eU8AkFmR #wealthmanagement #financialplanning #BIPWealth #wealth #financialadvisor #RIA #financialplanning #investmentportfolio #portfoliomanagement #acquisition #bipfamily Prehmus Financial Partners
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On the BIP Wealth Baseball Division podcast 'Ahead in the Count,' BIP Capital GP and COO Mark Flickinger joined Kyle Schmidt, CFP® and Nolan Alexander to discuss key takeaways from valuations, fund structures, and investor access in the private markets. 🎧 Listen in: https://lnkd.in/e3ST9Aba
Valuations in the private markets are stabilizing since the 'pop' in 2021 and 2022. More companies are opting to build value in the private market. And more individual investors are finding avenues to access the private markets. For wealth advisors and individual investors, those factors point to potential opportunity, provided they are managed with a high level of discipline. On the BIP Wealth Ahead in the Count podcast, BIP Capital GP and COO Mark Flickinger joined host Nolan Alexander to discuss these signs of progress and what they mean for RIAs and HNWIs. 🎧 Listen in: https://buff.ly/WfShsF8 #PrivateMarkets #EvergreenBDC #AlternativeInvestments #RIAs #HNWInvesting #BIPCapital #BIPWealth #BIPVentures #Baseball
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BIP Wealth reposted this
Great turnout last week for BIP Wealth's dinner presentation by Sarah R. Watchko, Esq. & Allie Powell, CPA on OB3 (One Big Beautiful Bill). In addition to learning about the tax & estate planning implications of OB3, our Nashville area clients and guests enjoyed a great meal at Mere Bulles. If you have questions about how OB3 might impact you, please reach out to me or any of our team and we will be glad to assist.
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Secret's out! 👀🤫 Partnering with BIP is like having your own personal CFO. #wealthmanagement #financialplanning #BIPWealth #wealth #Atlanta #financialadvisor #wealthbuilding #wealthmanager #ASMR Andrew Somoza Eric Cramer Dennis Booker JJ Boot
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We had a fantastic time at Georgia Tech’s Fall 2025 Student-Athlete Career Fair! Tech Alumni Andrew Somoza—Vice President of Strategic Growth—loved connecting with student-athletes and hearing about their journeys, ambitions, and goals beyond the game. Events like this are a great reminder of the talent, drive, and character that make up the next generation of professionals. A big thank you to Georgia Institute of Technology for allowing us the opportunity to showcase #BIPWealth and share insights on building a successful career beyond the field. We’re excited to keep building these connections and cheering on what’s ahead! #StingEm 🐝 #WealthManagement #FinancialPlanning #StudentAthlete #CareerFair Total Person Program Total Person Program (TPP) Insider Georgia Tech Athletic Association
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We are thrilled to welcome legendary Georgia Tech Baseball Head Coach, Danny Hall, to BIP Wealth as Vice President of Strategic Growth! Coach Hall is no stranger to the BIP Family. As a longtime client of our Baseball Division and former coach to 5 of our team members during their college careers, this next chapter feels full circle. His transition from leading players on the field to guiding families and clients through their financial journeys is both natural and inspiring. ⚾ After 32 seasons at Georgia Tech, Coach Hall leaves behind an extraordinary legacy: 1,452 wins, multiple championships, three College World Series appearances, and more than 140 players drafted into the MLB! Beyond the numbers, he is celebrated for his leadership, mentorship, and impact on generations of players. We’re excited for him to bring that same care and dedication to our growing firm. Coach Hall’s passion for helping others succeed is a perfect match for our mission, and we’re honored to have him wear the BIP Wealth jersey: https://lnkd.in/eJzKu-wA Welcome to the team, Danny! #wealthmanagement #financialplanning #wealthbuilding #financialadvisor #financialplanner #baseball #mlb #baseballplayer #professionalbaseball #majorleaguebaseball #collegebaseball #businessdevelopment Georgia Institute of Technology Georgia Tech Athletic Association
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We’re excited to share that BIP Wealth has been named #3 to Atlanta Business Chronicle’s Best Places to Work in 2025! 🏆 It’s an honor and a reflection of our incredible team who show up with purpose and bring their best every day—for each other and for our clients. Big thanks to our team for making BIP Wealth what it is and what it continues to become: a genuinely great place to grow and thrive, personally and professionally! Read more: https://bizj.us/1qoezh ——— ** Disclosure: BIP Wealth paid an application fee to be considered for the list, but the payment didn’t guarantee a place on the list. Companies are categorized by their size and nominated by their employees. Extra Large (500+ employees), Large (100-499 employees), Medium (50-99 employees), and Small (10-49 employees) companies were selected by the publication based on a number of factors, including employee engagement. #bipfamily #wealthmanagement #BIPWealth #financialgoals #wealth #FinancialPlanning #financialadvisor #bestplacestowork #bptw #BPTW2025
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