Let's Start the Conversation
Whether you're planning for retirement, navigating a life transition, or simply want a second opinion on where you stand, a conversation with our team costs you nothing. We'll listen first, then tell you honestly whether we're the right fit for what you need.
Piedmont Capital Advisors
123 Broad Street, Suite B
Kernersville, NC 27284
Office: (336) 803-2435
jacob@piedmontcapitaladvisors.com
Monday – Friday
9:00 AM – 5:00 PM
Common questions
What does "fiduciary" mean?
It means Jacob is legally required to act in your best interest, not just recommend something that's good enough. Not every advisor has to meet that standard.
What's the difference between this and investment management?
Investment management is one piece. Comprehensive planning also covers income, taxes, risk, and estate, and its main job is making those work together. Plenty of people have well-managed portfolios inside badly coordinated plans.
What if I already have an advisor?
That's a common reason people call. We give second opinions regularly. We'll tell you honestly whether your current plan is serving you well, or if we can offer better options.
How long does it take?
Usually one to three meetings to build and present the plan, then reviews once or a few times a year depending on what fits your needs.
Do you only work with people in the Triad?
No. Most clients are here, but we work with clients all over North Carolina and beyond.