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Flat Fee Fiduciary Wealth Management

Earning Client Trust with Transparency,
Authenticity and Independence

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(571) 313-5125

Financial Advisor

Asset Management

Utilizing individual Stocks, Funds, and Exchange traded Funds, we blend our unique risk managed, fee & tax efficient portfolio construction process with a client’s existing holdings to produce productive financial outcomes. We are committed to Confidentiality and Clarity.


Managing Returns & Risk
Financial Advisor

Divorce Financial Analysis

For many couples the financial implications of divorce are an ongoing blend of confusion, frustration, anger, suspicion and most viscerally - fear. We are here to guide you and earn your trust.


We Understand
Financial Advisor

Financial Planning

"The best time to plant a tree was 20 years ago. The second-best time is now”! Drawing on our 30+ years of professional experience, we roll up our sleeves and blend your current situation with your future life desires to produce a road map to best guide you.


Your Unique Journey

We are Committed to Confidentiality and Clarity with all client communication.

Your Piedmont Wealth Advisory Team

 

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A message from Doug’s Consigliere - Ralph

“After 24+ years of experiencing firsthand the mindset of Firm Revenue & Profits First that exists at the National Broker Dealers, Doug set out to establish a true Client Focused Wealth Advisory Firm – and he has achieved that with Piedmont Wealth Advisory”

Meet Doug
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Advice from Jamie’s Consigliere – Madden

“Blending his 5 years of experience with High Net Worth clients at Vanguard with his Certified Financial Planning designation, Jamie has always put the Clients financial interests first – both todays as well as their future needs”

Meet Jamie
26 NOV

The Birnie Fam bids Fenway Adieu!

I’ll be channeling my inner John Updike for this effort.

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2 NOV

Skip The Dip

Growing up in New England, we had several “regional” ice cream shops – many of which have faded into oblivion - unfortunately much like the NY Football Giants 2017 & 2018 seasons!

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Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.