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The Money Advisor Group

EST. AUM
$280,665,126

CONTACTS
1

CLIENT ACCOUNTS
666

Firm Details

Metro area Atlanta
CRD Number 226578
Website tbd
Client types

Overview

The company was acquired by BIP Wealth in 2024. Founded in 2001, The Money Advisor Group serves families and small businesses in Georgia, Alabama, Florida, and twelve other states across the country. Their primary focus is retirement planning and investment management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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