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Financial Advisory  + RIAs & Financial Advisors  | 
BIP Wealth Expands Georgia Footprint with $900M Prehmus Financial Partners Acquisition 

BIP Wealth Expands Georgia Footprint with $900M Prehmus Financial Partners Acquisition 

Atlanta-based registered investment advisor BIP Wealth has acquired Prehmus Financial Partners, a Georgia-based wealth management firm with more than $900 million in assets under management, through a blended cash and equity transaction. The acquisition boosts BIP Wealth’s total AUM to over $5 billion, marking a key milestone in the firm’s strategic growth plan. 

Founded to serve high-net-worth families, institutional clients, and corporate retirement plans, BIP Wealth has built a reputation for combining investment management with “sophisticated” financial planning solutions. The addition of Prehmus Financial enhances that capability, bringing in a team known for deep client relationships and specialized planning expertise. 

“From the first conversation with BIP, our focus has been on how this new partnership will benefit our clients and team members,” said Warren Prehmus, founder of Prehmus Financial. “BIP’s client-first approach aligns perfectly with our values and priorities while expanding our operational capacity.” 

As part of the transaction, all Prehmus Financial team members will join BIP Wealth, gaining access to expanded planning tools, technology, and operational resources, as well as the firm’s client acquisition and service model, which has driven strong growth and retention in recent years. 

“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, CEO of BIP Wealth. “The Prehmus team brings a shared commitment to excellence and lifetime service to their clients.” 

The acquisition, which closed September 30, 2025, adds to BIP Wealth’s growing regional footprint, with offices now in Atlanta, Alpharetta, Columbus, Peachtree Corners, and Nashville, Tennessee. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.