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An Intentionally Unique Approach to Fiduciary Wealth Management and Financial Planning

Piedmont believes in the simplicity of a flat-fee structure, so you know exactly how much of what goes where … and when. While many in the industry charge a fee tied to “assets under management” — which leads to conflicts of interest — a flat-fee simplifies matters. There are no complex formulas to track and no wondering about fees and percentages; one fee covers it all. You’ll never have to calculate what you paid each quarter. We take care of your financial business, so you can take care of your own business, your family, and your life ... and have one less thing to worry about.