UBS Financial Services
47yrs
Top 1% by experience in Atlanta
5yrs
Patrick Self has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Atlanta, Georgia. After four years at Strategic Blueprint, Patrick joined BIP Wealth in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. BIP Wealth reports being paid through a percentage of assets and flat fees.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowBIP Wealth, LLCCurrent firm
- 2022 – 2025Strategic Blueprint, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call BIP Wealth at 404-495-5230 and ask for Patrick Self. Patrick works from the Atlanta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
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.
Other advisors nearby
Carter, Terry &
47yrs
Top advisor by experience at Carter, Terry &
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.p. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta