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Holistic Meaningful

In 2010, The Piedmont Group was formed to advise both individuals and business. Our primary focus is comprehensive financial planning and wealth management and provide advice in the following areas: risk management, retirement planning, investment management, education planning, tax-efficient investing, estate and wealth transfer planning, business benefits, 401(k)s, retirement plan design, and business succession planning.

Programs & Services

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  • I am an individual

  • I represent a business

Our Individualized

Process

  • Initial Consultation

    Step 1

    Initial Consultation

    Overview of our process. Review your financial situation. Establish financial goals and identify concerns.

    Gather Data
  • Gather Data

    Step 2

    Gather Data

    Compile all relevant data to assemble complete financial picture.

    Analyze
  • Analyze

    and Develop Strategies

    Step 3

    Analyze

    and Develop Strategies

    Analyze current situation and develop comprehensive strategies.

    Presentation
  • Presentation

    of Recommendations

    Step 4

    Presentation

    of Recommendations

    Periodic progress and growth update meetings. Check status of recommended actions and goals achieved. Determine if life events warrant modifications to strategy.

    Implementation
  • Implementation

    Step 5

    Implementation

    Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.

    Progress & Growth
  • Progress & Growth

    Updates

    Step 6

    Progress & Growth

    Updates

    Check status of recommended actions and goals achieved.

    Progress & Growth

Awards

2015 - AJC Top Work Places

2015 - AJC Top Work Places

2016 - AJC Top Work Places

2016 - AJC Top Work Places

2015 - ABC Best Places to Work

2015 - ABC Best Places to Work

2017 - ABC Best Places to Work

2017 - ABC Best Places to Work

2018 - ABC Best Places to Work

2018 - ABC Best Places to Work

2017 - NAIFA Top Female Advisor

2017 - NAIFA Top Female Advisor

2017 - NAIFA 40 Under 40 Advisors

2017 - NAIFA 40 Under 40 Advisors

2014 - Top CEO Award

2014 - Top CEO Award

2012 - MassMutual Chairman's Trophy

2012 - MassMutual Chairman's Trophy

2013 - MassMutual Chairman's Trophy

2013 - MassMutual Chairman's Trophy

2014 - MassMutual Chairman's Trophy

2014 - MassMutual Chairman's Trophy

2015 - MassMutual Chairman's Trophy

2015 - MassMutual Chairman's Trophy

2016 - MassMutual Chairman's Trophy

2016 - MassMutual Chairman's Trophy

2017 - MassMutual Chairman's Trophy

2017 - MassMutual Chairman's Trophy

Contact Us

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