Business Details
20 Years
experience
Trusted Fee-Only Financial Planning in Indianapolis
Founded in 2006, Piedmont Financial Advisors has established itself as a trusted fee-only financial planning firm serving clients in Indianapolis and beyond. Our holistic approach integrates tax planning, investments, insurance, estate planning, and retirement strategies to create tailored solutions aligned with clients' goals. As a fiduciary, we prioritize clients' interests above all, operating without commissions or product sales to ensure unbiased advice. With over 15 years of experience in financial services, including roles at 40|86 Advisors and ING Investment Management, we combine deep industry knowledge with personalized service.Our commitment to professional excellence is reflected in our CFP certification and memberships in NAPFA and ACP. We serve clients at all life stagesfrom young professionals to retireeshelping them navigate financial decisions with confidence. Our project-based fee structure ensures transparency, while our ongoing client relationships foster long-term success. By focusing on comprehensive financial health rather than isolated investments, we deliver value that consistently exceeds our fees.
Services
Comprehensive Financial Planning
Financial Review
Details
- Year established: 2006
Highlights and features
- We operate as a fiduciary with no product sales or commissions
- Our holistic approach integrates all aspects of financial health
- Project-based fees ensure transparency and value
- 15+ years of experience in financial services and investment accounting
- Tailored solutions for clients at every life stage
Associations and certifications
- CFP
Services
Comprehensive Financial Planning
Our flagship service provides ongoing professional attention to all aspects of your financial life. We create customized plans addressing taxes, investments, insurance, estate planning, and retirement strategies. Clients receive unlimited advisor access during implementation and regular progress reviews throughout the year. Fees are calculated based on income, assets, and complexity, ensuring tailored solutions that consistently deliver value exceeding our costs.
Financial Review
This focused service offers professional analysis of two to three key financial areas. Includes a two-hour in-person session, customized written recommendations, and 30 days of unlimited follow-up communication. The $750 flat fee provides actionable insights for specific financial challenges without long-term commitment, ideal for clients seeking expert opinions on particular aspects of their financial situation.
People
Brent Perry
Owner and Operator
Certified Financial Planner with 15+ years of experience in financial services. Former roles at ING Investment Management and 40|86 Advisors. Holds a BS in Finance from Indiana University and graduated from the College of Financial Planning. Registered with Indiana Secretary of State Securities Division.
Questions
What does fee-only financial advising mean?
We receive no commissions or product-based incentives, ensuring unbiased advice focused solely on your financial interests.
How does holistic financial planning benefit me?
Our approach coordinates all aspects of your finances—taxes, investments, insurance, and estate planning—to create integrated solutions that maximize long-term success.
Are you legally required to act in my best interest?
Yes, as a fiduciary, we're legally obligated to prioritize your financial interests above all other considerations.
What experience do you bring to financial planning?
With 15+ years in financial services, including roles at ING Investment Management and 40|86 Advisors, we combine institutional expertise with personalized service.
Do you have minimum net worth requirements?
No, we work with clients at all wealth levels who demonstrate financial responsibility and commitment to long-term planning.
