Bip Wealth, LLC

Investment Advisor
in Atlanta, GA

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About this Advisor

Lori Boykin is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 23 years. Boykin is an advisor for Bip Wealth, LLC. Boykin has gained experience at Bip Wealth, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Boykin holds a Series 63 license, certifying them as a securities agent, and is approved to operate in Georgia. Bip Wealth, LLC is a firm headquartered in Atlanta, Georgia. It has a total of 39 people on staff. It has $2 billion in assets between its 4,959 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 4,959 accounts, 54% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bip Wealth, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Bip Wealth, LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

3575 Piedmont Rd, Ne Bldg 15, Suite 730
Atlanta, GA 30305

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Bip Wealth, LLC Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Lori Boykin Work History

Lori has 23 years of experience.

2014 - Present (9 years)

Bip Wealth, LLC

2005 - 2014 (9 years)

Charles Schwab Bank

1999 - 2014 (15 years)

Charles Schwab & Co., Inc


Lori Boykin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bip Wealth, LLC

Michel Cowdery
Atlanta, GA
John Hester
Atlanta, GA
Eric Cramer
Atlanta, GA
John Ray
Atlanta, GA
Marcia Mayoue
Atlanta, GA
Kyle Schmidt
Atlanta, GA
Jeffrey Grossman
Atlanta, GA
Karen Chermak
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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