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Matthew Edmiston is an Investment Advisor Representative with BIP Wealth, LLC. Matthew has been with BIP Wealth, LLC since February 2021. BIP Wealth, LLC is an independent financial advisory firm with offices in Atlanta and Alpharetta, GA. The firm provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Matthew is committed to providing personalized financial advice to help clients achieve their financial goals. Matthew is also active in the community as a Junior Academy Director for the Alpharetta Ambush Soccer Club.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
02/15/2024 - Present
BIP Wealth, LLC (ATLANTA GA)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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