UBS Financial Services
47yrs
Top 1% by experience in Atlanta
29yrs
Eric Cramer has worked in the financial industry for 29 years and is a financial advisor based in Atlanta, Georgia. After eight years at Charles Schwab & CO., Eric joined BIP Wealth in 2011, a firm offering financial planning, investment management, and selecting outside investment managers. Eric’s designations include CFA and CFP®.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% 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.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowBIP Wealth, LLCCurrent firm
- 2003 – 2011Charles Schwab & CO., Inc.Previously
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call BIP Wealth at (404) 495-5230 and ask for Eric Cramer. Eric works from the Atlanta, GA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 29 years. Top 19% by experience in Atlanta.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
BIP Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric 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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