ABOUT BRENT PERRY, CFP(R)

My Approach

I feel that it is very important to understand each client’s goals and dreams, as these form the basis for the entire financial planning experience. I encourage visualizing the end result, and regularly reviewing it, as a catalyst to accomplishing these goals.

I provide a holistic financial plan. By looking at all aspects and needs of your finances, I can make sure all areas are working together to maximize your net worth and your peace of mind.

Remaining flexible and altering a plan when circumstances change is also key in the long-range journey to financial success.

My Guiding Principles and Priorities for my Clients

Keep It Simple
Unnecessary complexity is avoided by answering any and all questions until you are comfortable with your plan. I make clear, written recommendations, so that you have a game plan for any actions needed between appointments.

Be Responsive and Available
You can reach me by phone, fax, mail or email. I will do my best to respond within 24 hours.

Display Honesty and Integrity
I believe these guiding principles are the foundation for success, both personal and financial. “Honesty is the best policy” is not just a trite phrase in my business.

Be Fee-Only
To avoid all conflicts of interest, my compensation comes only from agreed-upon fees. I do not sell products, or receive commissions from any part of the financial planning process.

Create Value
I work to save the client money and add value to his or her net worth totaling more than my fee each year.

My Background

I founded Piedmont Financial Advisors, a fee-only financial planning firm, in 2006, building on my personal investment experience and strong educational background in finance. My business has twin goals. I am committed to professional excellence: emphasizing investments and the various areas of financial planning. This is superceded only by my commitment to my clients, helping them identify and realize their goals and dreams by completing the financial planning process.

I have had a long term interest in finance and economics. I received a BS degree in finance from Indiana Univerity in Bloomington. I also graduated from the College of Financial Planning in Denver and am a Certified Financial Planner.

I am registered with the Indiana Secretary of State - Securities Division and am a member of the following professional organizations – National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

I am a member of the Alliance of Cambridge Advisors, a national group of fee only planners. I have previously worked in operational and investment accounting roles at 40|86 Advisors (formerly Conseco Capital Managment) in Carmel, IN and ING Investment Management in Atlanta, GA.

Staying ahead of the field is essential in providing my clients with the best possible service. My association and constant interaction with my Cambridge colleagues brings a synergy and source of information unique in the financial planning business.

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

Are you ready to start the financial planning process?

If so, learn more about how Piedmont Financial Advisors can help you. Read How I Work, or call Brent Perry at (317) 287-0575.

Email Brent Perry | Telephone (317) 287-0575