An independent, fiduciary firm serving Greensboro retirees.
Piedmont Capital Advisors works with Greensboro clients who are approaching retirement or already retired. Jacob Rice builds plans around the accounts you have, including pensions and 401(k)s from local employers such as Cone Health and Volvo Trucks. He holds CFP®, CLU®, ChFC®, and RICP® designations and serves as a fiduciary, which means he must put your interests first. Many retirees in Guilford County come to us after careers in local industries such as manufacturing and healthcare. Others have never worked with an advisor and want help making the right decisions before retirement. Your first conversation costs nothing and starts with your actual financial situation.
How We Can Help
Our financial advisory service in Greensboro is built around you. We can create a retirement plan around your accounts and the decisions you need to make.
-
Comprehensive financial planning
A review of your financial situation, including taxes and estate documents
-
Retirement income planning
A plan for turning your retirement savings into income when you need it
-
Investment management
A portfolio centered around your goals and risk tolerance
-
Tax mitigation strategy
Roth conversion and RMD strategy coordinated with your CPA
Greensboro Retirement Planning
Greensboro’s economy creates retirement planning situations you may not see elsewhere.
Old Textile Pensions
Cone Mills once anchored generations of Greensboro textile workers. Company changes over the years can make old pension records harder to sort out. We review your documents and help you understand what you have.
Greensboro Employer Plans
Cone Health has more than 13,000 employees in the area. Volvo Trucks and Honda Aircraft also have deep roots in Greensboro. Each employer has its own retirement plan rules, so we start with your actual documents.
Manufacturing Careers and Company Stock
Greensboro has a strong manufacturing base. Retirees who spent decades with a manufacturing employer may hold company stock inside a 401(k). We look at that concentration before deciding how much to sell or keep.
Multiple Retirement Plans From Different Careers
Greensboro workers who changed employers during the shift away from textiles may have retirement accounts from several jobs. Those old accounts can create unnecessary tax and withdrawal issues when retirement begins. We help you bring those pieces into a workable plan.
Book a Free Consultation
Why Work With Us
Piedmont Capital understands your situation in Greensboro and gives you advice that fits how you actually want to live in retirement.
How a First Meeting With Us Works
-
Contact us
Call the office or schedule online to set up a free consultation.
-
Share your goals
Tell us about your accounts, retirement plans, and what you want to accomplish so we can understand your situation before making recommendations.
-
Get your plan
Jacob and his team review your information and present recommendations built around your goals, usually over one to three meetings.
-
Decide what's next
We review the plan together, and you decide what makes sense for you at your own pace.
What clients say
Ready to Talk?
Piedmont Capital Advisors is an independent, fiduciary firm helping Greensboro retirees build a plan around their actual accounts and goals. The first conversation costs nothing, so you can reach out today.
Frequently Asked Questions
Do you have an office in Greensboro?
Our office is at 123 Broad Street in Kernersville, a short drive from Greensboro. We work with clients throughout the Triad by phone or video when that's more convenient.
What do I need for the first meeting?
Recent statements for your accounts, and any pension or retirement plan paperwork you still have, especially from a former employer. If you don't have these handy, we can still help.
What if I already have a financial advisor?
Plenty of clients start here already working with someone else. Bring in what you have, and Jacob will tell you plainly whether your current plan still fits your goals.
What does fiduciary actually mean?
It means Jacob is legally required to act in your best interest. Not everyone who calls themselves a financial advisor has to meet that standard, so ask directly before you commit to working with anyone in Greensboro.