BIP Wealth Expands Reach with Acquisition of Prehmus Financial in Atlanta

BIP Wealth, a notable player in wealth management, has recently made headlines by acquiring Prehmus Financial Partners, a financial services firm based in Metro Atlanta, known for its focus on investment management and financial planning. This strategic collaboration is set to expand BIP Wealth's asset portfolio to over $5 billion, a significant milestone in enhancing its service offerings.

Details of the Partnership

Founded in 1995 by Warren Prehmus, Prehmus Financial has spent decades cultivating a reputation built upon trust, transparency, and a commitment to helping clients achieve financial peace of mind. Its commitment aligns perfectly with BIP Wealth’s focus on client satisfaction, allowing both firms to strengthen their presence in the diverse Atlanta financial landscape.

This acquisition, finalized on September 30, 2025, involved a blended cash and equity deal, the specifics of which underscore a forward-looking vision for unified client services. For clients of Prehmus Financial, this represents an opportunity to gain access to BIP's sophisticated wealth management platform as well as its advanced planning tools and robust technology suite.

Enhancing Capabilities and Client Services

Through this acquisition, Prehmus Financial’s clients will benefit from BIP Wealth’s comprehensive investment management strategies and personalized financial planning services. BIP Wealth has garnered accolades in recent years, being recognized among SmartAsset.com's Top 10 RIA Firms in Atlanta and notably, ranking among the Top 3 in Atlanta Business Chronicle's Best Places to Work for medium-sized companies.

Chad Edwards, Prehmus Financial’s Chief Investment Officer, expressed optimism regarding the integration, stating, “Our clients have been and always will be our top priority. This partnership holds immense potential to create value for everyone involved.” Both teams share a customer-centric approach that prioritizes the enhancement of client experiences over rapid speed.

Bill Harris, CEO of BIP Wealth, added, “With this partnership, we accelerate our growth strategy, extending our value proposition. The Prehmus Financial team embodies a shared commitment to excellence and service, which will bolster our overall client service model.”

Future Prospects for Both Firms

The joining of BIP Wealth and Prehmus Financial represents a compelling opportunity not only for existing clients but also for prospective investors seeking reliable wealth management solutions. This acquisition will see the two firms leverage their strengths to create enhanced service offerings and diverse investment opportunities for their clients.

Moreover, the entire Prehmus Financial team will become part of BIP Wealth, promoting seamless service transitions for their clientele. As BIP Wealth continues to focus on strategic partnerships with established firms, this merger exemplifies their approach toward sustainable growth and dedicated service in the finance sector.

Both firms maintain a network of operations throughout the Atlanta region, including locations in Alpharetta, Columbus, Peachtree Corners, and even expanding into Nashville, Tennessee. This geographical footprint enables them to cater to a wide array of clients while upholding the standards of excellence they are both known for.

BIP Wealth aims to set itself apart not just by the volume of transactions but by the quality of its client engagements, a principle that has forged a path for its promising future and enhanced service capabilities. Interested advisors or other RIAs seeking synergistic relationships with BIP Wealth can find more information through their website.

In conclusion, this strategic acquisition marks a pivotal moment for BIP Wealth and Prehmus Financial, creating a solid foundation upon which to build further initiatives. With both firms poised for significant growth, clients and stakeholders alike can expect a host of opportunities and a focus on unparalleled client satisfaction.

For further details, visit BIP Wealth or Prehmus Financial.