The Piedmont Group
About
As a multifaceted financial planning and wealth management firm, we offer insurance and investment planning for individuals and businesses. We implement holistic financial solutions designed by a team of strong advisors embodying integrity, proactivity, and fellowship with an emphasis on people versus the product.
The most enjoyable part of the work I do is witnessing the sigh of relief every time I meet with a client. Being a vital role in the financial success of people's lives is emotionally rewarding for my team and me.
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We initially utilize a six-step systematic approach to onboarding clients into an ongoing financial planning relationship. Your goals are our goals, so your timeline is our timeline.
Once engaged in an ongoing relationship, our process typically involves a series of quarterly pulses since we believe life moves too fast to only meet once a year.
What education and/or training do you have that relates to your work?
Our annual continuing education and training programs are extensive and are required to stay ahead of the times. As we educate our clients, we are also educating ourselves to provide the most up-to-date information and expertise.
Do you have a standard pricing system for your services? If so, please share the details here.
We provide three offerings on our menu of services, each involving a different pricing system for our services.
Foundational Strategies: Designed for clients who want insurance or investment services and do not want to engage in Ongoing Financial Planning.
Ongoing Financial Planning: Designed for clients who want Ongoing Financial Planning advice that looks at their entire financial situation.
Ongoing Financial Planning (high complexity): Designed for clients who have complex planning needs requiring multiple professionals.
How did you get started in this business?
As the Director of Financial Planning, I first started as a representative with the firm. Three years later, I now oversee the planning team as well as engage in ongoing relationships with my own clients.
What types of customers have you worked with?
Our firm works with people from all walks of life. From individuals just entering the workforce, new families looking to make the next step in their lives, small business owners looking for retirement planning outside of their business to fortune 500 companies looking to provide financial services to their employees in an effort to improve their personal well-being.
What advice would you give a customer looking to hire a pro in your area of expertise?
The best advice I could give is to maintain an open mind when meeting with a financial services representative. In an ever-changing industry revolved around the best interest of the client, any and all advice provided by your professional will be for your benefit.
What questions should customers think through before talking to pros about their needs?
Are you able and ready to listen, learn and take the right step in the right direction when it comes to improving your well-being?
Is my financial professional focused on future changes in my life as well as my immediate needs?