UBS Financial Services
47yrs
Top 1% by experience in Atlanta
32yrs
Patrick Hardie
Financial advisor at BIP Wealth
Patrick Hardie has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Atlanta, Georgia. After five years at Nations Financial Group and 13 years at Wells Fargo Advisors, Patrick joined BIP Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in Atlanta
Office3575 Piedmont Rd, NE Building 15, Suite 730, Atlanta, GA 30305
FirmBIP Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.69 million
Advisors at the firm63
States licensed ?1 state
Services through BIP Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowBIP Wealth, LLCCurrent firm
- 2021 – 2026Nations Financial Group, Inc.Previously
- 2007 – 2021
- Nov 2007 – Nov 2007
- 2004 – 2007Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
(404) 495-5230BIP Wealth main office 3575 Piedmont Rd, NE Building 15, Suite 730Atlanta, GA 30305Office · Get directions Firm websiteprehmusfinancial.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call BIP Wealth at (404) 495-5230 and ask for Patrick Hardie. Patrick works from the Atlanta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1994, about 32 years. Top 13% by experience in Atlanta.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
BIP Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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