Piedmont Wealth Advisory

At Piedmont Wealth Advisory, we believe that financial management is not just about setting goals, but about intentionally setting goals that align with your values, hopes, and dreams. Our team of credentialed professionals is dedicated to delivering an elevated standard of care for values-based individuals, families, and foundations, both locally and around the country.

Our Mission

Our mission is to be our clients' most trusted and respected partner in their financial lives. We achieve this by leveraging our experience, transparency, and a vast array of resources to solve their most pressing challenges and help them pursue their goals and passions. We know that prior life experiences inform financial views and beliefs, and we take the time to understand the unique circumstances that shape our clients' financial decisions.

Our Approach

Our approach to wealth management and financial planning is intentionally unique. We take the time to understand our clients' spoken and unspoken hopes, dreams, fears, and obstacles. We don't just focus on their portfolio; we focus on their entire financial life. We believe that fiduciary responsibility is about trust, and we define it as being emotionally invested in a client's best life. Our team employs empathy, experience, deep knowledge, and true attention to detail to deliver a personalized and compassionate approach to financial management.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our wealth management services focus on balancing risk to achieve desired long-term returns, rather than just beating an arbitrary index. Our financial planning services are emotionally engaged, taking into account our clients' financial compass and values. We also offer specialized services for individuals who are divorced, separated, or widowed, recognizing the unique challenges and opportunities that come with these life changes.

Our Flat Fee Structure

We believe in the simplicity of a flat-fee structure, so our clients know exactly how much they will pay and what they will receive. This approach eliminates conflicts of interest and provides transparency and clarity in our fee structure.