BIP Wealth, LLC

Warren Prehmus is a financial advisor at BIP Wealth, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Strategic Blueprint, LLC, Prehmus Financial Partners, and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he owns WPREHMUS, LLC, an entity created to manage business expenses and income. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm uses a Modern Portfolio Theory-based approach emphasizing broad global diversification, tax efficiency, and periodic rebalancing, managing approximately $4.46 billion in assets for nearly 2,900 clients.

Michael Sorrow is a financial advisor at BIP Wealth, LLC in Atlanta, GA, holding a Series 65 designation with 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 comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles, managing approximately $4.46 billion in assets for nearly 2,879 clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and periodic rebalancing, with additional offerings including private market opportunities and separately managed buy-write strategies.

Hayes Chamblee is a financial advisor at BIP Wealth, LLC with a Series 65 credential. He has two years of industry experience, including prior roles at Gratus Capital LLC and a background in education at Campbell University and Broughton High School. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm manages approximately $4.46 billion in assets for nearly 2,879 clients, employing a diversified investment approach based on Modern Portfolio Theory, low-cost funds, and tax-efficient strategies.

Marcia Mayoue is a CFP® and CFA® with 22 years of industry experience. She has been with BIP Wealth, LLC since 2011. BIP Wealth, LLC provides comprehensive financial planning and investment management to individuals, trusts, estates, retirement plans, and pooled investment vehicles, managing approximately $4.46 billion in assets for nearly 2,900 clients. The firm’s investment approach emphasizes global diversification, tax efficiency, and uses financial planning tools alongside statistical and fundamental analysis.

Thomas Day is a CFA® charterholder with nine years of industry experience. He has worked at Buckhead Investment Partners, LLC since 2016 and previously spent ten years at SunTrust Bank. He is based in Atlanta, GA. BIP Wealth, LLC provides comprehensive financial planning and investment management to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm manages approximately $4.46 billion in assets for about 2,879 clients and employs a diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, and individual bonds, along with private market opportunities and specialized strategies for qualified investors.

Andrew Byers is a financial advisor at BIP Wealth, LLC in Nashville, TN, holding Series 65 and Series 66 credentials. He has one year of industry experience and has previously worked at 1st Source Bank Performance Center as well as held various academic roles. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm manages approximately $4.46 billion in assets and employs a Modern Portfolio Theory-based approach emphasizing global diversification, tax efficiency, and the use of low-cost investment vehicles.

Ross Hughes is a CFP® and Series 65-licensed financial advisor at BIP Wealth, LLC with 11 years of industry experience. He previously worked at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. Hughes is based in Atlanta, GA. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles, managing approximately $4.46 billion in assets for about 2,879 clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and periodic rebalancing, with additional offerings including private market opportunities and separately managed buy-write strategies.

Matthew Hand is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at BIP Wealth, LLC in Atlanta, GA. His prior work includes roles at CapFinancial Securities LLC, Cetera Advisors, Stewardship Financial Advisors LLC, and Charles Schwab. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles, managing approximately $4.46 billion in assets for nearly 2,879 clients. The firm employs a Modern Portfolio Theory-based approach emphasizing global diversification, tax efficiency, and periodic rebalancing, and offers specialized strategies including private market opportunities and separately managed "buy-write" equity and yield strategies.

Matthew Edmiston is a financial advisor at BIP Wealth, LLC with a Series 65 designation and two years of industry experience. He has been with BIP Wealth since 2021. Outside of his advisory role, he serves as the Jr. Academy Director and head coach for the Alpharetta Ambush Soccer Club, leading a group of youth soccer coaches. BIP Wealth, LLC provides comprehensive financial planning and investment management to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm manages approximately $4.46 billion in assets for nearly 2,900 clients, employing a diversified investment approach based on Modern Portfolio Theory, tax efficiency, and periodic rebalancing.

William Harris is a CFP® certificant with 20 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2007. He is a passive minority equity owner and quarterly financial statement reviewer for BIP Holdings, LLC, a minority owner of the venture capital firm BIP Capital. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach emphasizing global diversification, tax efficiency, and periodic rebalancing, managing approximately $4.46 billion in assets for nearly 2,900 clients as of December 2024.

Charles Young is a CFP® and holds a Series 66 license, currently serving as a financial advisor at BIP Wealth, LLC with three years of industry experience. Prior to joining BIP Wealth, he worked at The Vanguard Group, Inc. and held positions at the Jonathan D Rosen Family Foundation, Georgia Institute of Technology, Georgia State University, and Parkview High School. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm manages approximately $4.46 billion in assets for nearly 2,900 clients and employs a diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, individual bonds, and private market opportunities for qualified investors.

James Money is a CFP® and ChFC® with 19 years of industry experience. He is currently with BIP Wealth, LLC and previously led The Money Advisor Group, LLC for nearly two decades. He also maintains an active insurance license and consults on insurance coverage and services. BIP Wealth, LLC provides comprehensive financial planning and investment management to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm’s investment approach emphasizes broad, global diversification using low-cost funds and bonds, combined with tax-efficient asset location and periodic rebalancing.

Patrick Self is a financial advisor at BIP Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has prior work experience at Strata (part of Roper Technologies), EPSi (part of Allscripts), and Deloitte. In addition to his role at BIP Wealth, he is a partner at Prehmus Financial Partners. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm’s investment approach emphasizes global diversification, tax efficiency, and periodic rebalancing, using a range of low-cost mutual funds, ETFs, and bonds, along with private market opportunities and specialized strategies for qualified investors.

Matthew Speed is a financial advisor at BIP Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Suntrust Investment Services, Inc. since 2016 and Wells Fargo Advisors from 2014 to 2016. Outside of finance, he is involved in documentary production through Willowdale Studios, focusing on semi-pro football content. BIP Wealth, LLC provides comprehensive financial planning and investment management services to individuals, trusts, estates, retirement plans, and pooled investment vehicles, managing approximately $4.46 billion in assets for nearly 2,900 clients. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, bonds, and private market opportunities for qualified investors.

Kyle Schmidt is a CFP® with 12 years of industry experience and has been with BIP Wealth, LLC since 2018. Prior to that, he worked at SunTrust Advisory Services and related SunTrust entities from 2015 to 2018. He serves as a volunteer board member for the Fellowship of Christian Athletes at Georgia Tech. BIP Wealth, LLC provides comprehensive financial planning and investment management to individuals, trusts, estates, employer-sponsored retirement plans, and pooled investment vehicles. The firm employs a Modern Portfolio Theory-based investment approach focused on broad global diversification, tax efficiency, and periodic rebalancing, managing approximately $4.46 billion in assets for about 2,879 clients as of December 31, 2024.