Welcome to Piedmont Financial Advisors, a fee-only financial planning firm located in Indianapolis, Indiana. As owner and operator, my mission is to help individuals and couples from a broad range of backgrounds and income levels build wealth in a way that reflects their goals and values. Whether you are just starting off, approaching retirement or somewhere in between, my services will help you build a fulfilling and sustainable future.

I offer holistic financial planning services that are comprehensive, customized and objective.

Comprehensive

The holistic approach to financial planning allows me to focus on your entire financial life including tax preparation and planning, investments, insurance, estate planning, retirement planning, budgeting, and more. You can expect a greater level of success when all areas of your financial situation are being addressed and working together.

Customized

I spend significant time getting to know you so that I fully understand your priorities, goals and values and use this information to build a plan that reflects who you are and what you want from life.

Objective

I do not sell any products or receive any commissions and act as a fiduciary on your behalf. This means you can feel confident that the advice you receive is unbiased and in your best interest.

If this sounds like the type of service you are looking for I encourage you to explore this site and learn more about how I can make a positive impact on your life. Then, when you’re ready to get started contact me to schedule a no cost, no obligation consultation.

 


About

Brent Perry, CFP

I founded Piedmont Financial Advisors in 2006 because I saw a need for comprehensive, unbiased financial advice in the Indianapolis area. I tapped into my knowledge of finance and experience in investments to help my clients identify and realize their goals and dreams through the holistic financial planning process. I am committed to professional excellence and act as a fiduciary for my clients.

I received a BS degree in Finance from Indiana University in Bloomington, graduated from the College of Financial Planning in Denver and hold the CFP® certification. I previously worked in operational and investment accounting roles at 40|86 Advisors (formerly Conseco Capital Management) in Carmel, Indiana and ING Investment Management in Atlanta, Georgia.

I am registered with the Indiana Secretary of State–Securities Division and maintain membership in the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP). These professional affiliations help me stay on top of the latest trends, issues and opportunities within the industry.

A native of northern Indiana, I have lived in the Indianapolis area since 1998.

Who I Work With

Young professionals (ages 20s & 30s)
Becoming financially independent can be an exciting and rewarding time but it can also bring about new, unfamiliar challenges. You may be facing decisions about your salary, living expenses, retirement and savings accounts, as well as college loans or other types of debt. You may also begin looking to the future to build a nest egg for a wedding, home or family.

Having a financial plan in place early on in your life can give you a major advantage that will help you now and in later stages of your life. A financial review can get you on track for a more fulfilling future. Simply contact me to discuss your situation and schedule a free consultation.

Mid career (40s & 50s)
During your middle years you can rely on the knowledge and experience gained from the lessons learned during your youth. But there may be some questions that you still need help answering: how to pay for your children’s education or your dream vacation; if and when you’ll be able to retire; how much and what type of insurance do I need?

Getting the right help with these complex topics will ensure your affairs are in order and your mind is at ease. Start enjoying financial peace of mind – contact me to discuss your situation and schedule a free consultation.

Approaching or newly retired (60s & 70s)
You’ve made it to the point where you can retire and enjoy the good life. While you take this well deserved time to pursue your hobbies and interests you want to be sure that you have sufficient funds to support the lifestyle you enjoy. You also want to be sure that your legacy is in place and that you are prepared in the event of a serious illness or injury.

Partnering with a professional who is well-versed in these areas will ensure you are prepared for life’s surprises. Find out how to create a plan that protects everyone and everything you value by contacting me to discuss your situation and schedule a free consultation.

Services

As a fee-only, holistic financial advisor with fiduciary responsibilities I put your best interests first and ensure that your goals, values and priorities drive the planning process and my recommendations. Unlike financial advisors who are paid a percentage of assets under management (AUM) I am compensated by project fees. This reflects my commitment to your entire financial situation, not just the performance of your investments.

During our initial phone conversation or in-person consultation we will discuss your situation and determine the most appropriate working arrangement. I offer three levels of service:

The best way to find out which level of service is right for you is to contact me for a free consultation.

Comprehensive Financial Planning

You are looking for a full service financial planner who will work with you on your entire financial situation. This level of service offers:

  • Ongoing professional attention to all areas of your finances
  • A customized financial plan suited to your goals and needs
  • Unlimited access to your advisor throughout the implementation process
  • series of appointments throughout the year to monitor your progress and make changes as necessary
  • The fee is based on an open retainer and is calculated by your income, assets and the complexity of your situation. During the free consultation appointment I will demonstrate how my services will save you more than my fee.

Financial Review

You are looking for a professional opinion on two or three areas of your finances. This level of service offers:

  • A two-hour, in-person financial planning session
  • Customized written recommendations
  • Unlimited phone and email follow-up for 30 days after the session

Financial Project

You need professional help with one specific financial topic. This level of service offers:

  • Analysis and financial advice on a specific matter (i.e. should you accept an early retirement offer from your employer)
  • The fee for this service is a flat rate and is determined by the complexity of your situation

FAQ

How can your services help me?
Whether you are looking for a one-time review or an ongoing partnership my services will help you achieve your goals. I will review your taxes, investments, real estate holdings, insurance and more to ensure that they are all functioning as they should to provide you with the greatest return possible. Since each person’s situation is unique the best way to find out how I can help is to contact me for a free consultation.

What does fee-only mean?
As a fee-only financial advisor I am compensated solely by the fees that my clients pay for my advice. I do not sell products or receive commissions. This type of arrangement removes any conflict of interest that may occur when an advisor stands to gain from selling a certain type of product or recommending a particular investment.

What is holistic financial planning?
Holistic financial planning is a comprehensive and life-integrated approach to your finances. It incorporates all areas of your financial life to ensure they are working together to achieve results that reflect your goals, values and priorities.

What is a fiduciary? 
As a fiduciary I am legally required to put my clients’ best interests first. This means that you can feel confident that the advice you receive is not influenced by anything other than what I feel will benefit you the most. Click on the following link to learn more about the fiduciary standard.

Do you have minimum client requirements? 
While there is no minimum net worth requirement I have found that clients who possess the following traits achieve the greatest success:

  • Willing to set financial goals which you have a passion to achieve
  • Have moderate to great control over your spending or are committed to developing a budget/spending plan
  • Value an advisor’s professional expertise and integrity as well as his or her ability to make complex subjects understandable
  • Have patience – you want to build wealth not gamble on “quick financial fixes”

Are you regulated? 
I am registered with the Indiana Secretary of State–Securities Division. Upon request I will provide the Form ADV, Part II which provide more detail about Piedmont Financial Advisors.

Who manages my investments? 
While investment advisory is part of the comprehensive level of service, you are not under any obligation to proceed with my recommendations. While I will monitor the progress of your investments, they are managed by a third party custodian and you are in complete control of the accounts at all time.

Contact

Click to schedule a Get Acquainted phone call

 

Are you ready to start building a more secure and satisfying future? Get there faster with the help of Piedmont Financial Advisors.

Our initial conversation will help you determine if my services match your needs. If you decide that you would like to attend a free consultation appointment, I will send you a Personal Financial Planning Profile and request that you return it to me at least one week prior to your appointment.

During the consultation appointment, you will have the opportunity to ask questions and see the software and tools I use to help my clients. We will determine which level of service is right for you and I will review the client contract which clarifies my responsibilities and fees. Fees are payable quarterly.

 

Brent Perry, CFP®
Piedmont Financial Advisors, LLC

 

Address

320 N. Meridian St., Ste. 614
Indianapolis, IN 46204

Email

brent@piedmontfa.com

Phone

(317) 287-0575

Fax

(866) 638-8590