BIP Wealth, one of the Southeast’s leading registered investment advisory firms, has announced the acquisition of Prehmus Financial Partners, a well-established wealth management firm overseeing more than $900 million in assets under management (AUM). The blended cash and equity transaction expands BIP Wealth’s total AUM to over $5 billion, marking a significant milestone in the firm’s continued growth strategy across Metro Atlanta and the broader Southeast region.
Founded in 1995 by Warren Prehmus, Prehmus Financial Partners has built a decades-long reputation for delivering high-quality financial planning and investment management services. The firm’s team, including partners Chad Edwards, Scott Levy, and Drew Prehmus, will fully integrate into BIP Wealth and continue serving families and small businesses nationwide.
The acquisition strengthens BIP Wealth’s position as one of the premier RIAs in the region, adding a strong base of experienced professionals who share BIP’s client-first philosophy and deep community involvement. Prehmus clients will now gain access to BIP’s advanced planning capabilities, proprietary technology suite, and expanded wealth management platform.
For BIP Wealth, the addition of Prehmus Financial represents a natural extension of its mission to provide comprehensive, science-driven financial advisory services. The move follows BIP’s recent recognition among SmartAsset.com’s Top 10 RIA Firms in Atlanta and a Top 3 ranking in the Atlanta Business Chronicle’s 2025 Best Places to Work list for medium-sized companies.
The integration will also provide the Prehmus Financial team with greater operational capacity and resources, enabling them to support long-term client growth while maintaining personalized service. Prehmus emphasized that shared values and a mutual dedication to excellence drive the collaboration with BIP Wealth.
All Prehmus Financial employees have joined BIP Wealth as part of the transition. And the expanded firm now operates across Atlanta, Alpharetta, Columbus, Peachtree Corners, and Nashville, serving clients throughout the United States.
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“From the first conversation with BIP, our focus has been on how this new partnership will benefit our clients and team members. BIP’s client-first approach aligns perfectly with our values and priorities while expanding our operational capacity.”
Warren Prehmus, Founder, Prehmus Financial Partners
“Our clients have been, and always will be, our top priority. The responsibility they entrust to us is critical, and we take that very seriously. This integration with the BIP Wealth team has tremendous potential to add value. While we are in the early stages of determining how to maximize the integration, it’s been very exciting to discuss the future together. That being said, BIP Wealth has empowered us to continue to prioritize thoughtfulness and care for our clients over speed during this transition and we are grateful for that. It is an exciting time to be at both BIP Wealth and Prehmus Financial.”
Chad Edwards, Chief Investment Officer, Prehmus Financial Partners
“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. 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.”
Bill Harris, Chief Executive Officer, BIP Wealth
