Locations
Four areas across the Triad.
One home office, and meeting locations close enough that distance is never the excuse.
Client Reviews
What families across the Triad say about us.
4.9
★★★★★
Based on 47 Google reviews
Trustindex verifies that the original source of the review is Google. I've been working with the Piedmont Capital Advisors team for nearly 10 years, and I truly can't recommend them enough. No matter what stage of life I've been in or what financial questions I've had, Jake, Eli, and the entire team have always been there with thoughtful guidance and support. One of the things I appreciate most is having advisors I've been able to grow alongside. They understand where I am in life, meet me where I am, and help me make informed decisions without ever making me feel rushed or judged. They've been incredibly patient through all of my questions, changing priorities, and life pivots, while also challenging me in the right ways to think bigger and plan for the future. It never feels like they're just managing investments. They genuinely care about helping their clients build the life they want. If you're looking for a knowledgeable, trustworthy, and down-to-earth team that will be in your corner for the long haul, I couldn't recommend Piedmont Capital Advisors more.Trustindex verifies that the original source of the review is Google. Jake was great to work with. He took the time to understand me and my goals and wasn’t trying to push any specific product. Highly recommend!Trustindex verifies that the original source of the review is Google. I would like to thank Jacob and his team at Piedmont Capital Advisors. I was fortunate to meet Jake, via Zoom call when I began to have an awkward banking relationship with my local bank's advice head. Jacob immediately made me comfortable discussing and explaining my specific financial needs and plans for the future. He and his team made my financial switch seamless. Jacob often gives me updates and has always been a brief call or email away.Trustindex verifies that the original source of the review is Google. Jacob and his team have been our financial planners for several years and we feel that we are in good hands. Jacob is proactive about managing our retirement accounts and plan. He reaches out to us a few times a year to go through our accounts and he always has ideas about what to do next and a plan for the future. He is very responsive with answering our questions and meeting with us. We had two financial Planners previously who we met with twice a year with no interaction in between. Jacob is entirely different with innovative ideas about retirement planning and planning for our children too.Trustindex verifies that the original source of the review is Google. Jacob is not only a great certified financial planner, but he and Elijah are great individuals. They are truly interested and care about you personally, your finances and how to make your investments grow for the season of life you’re in. We are very happy with how they handled the transfer of our investments from our previous firm to LPL and how they made everything as seamless as possible.Trustindex verifies that the original source of the review is Google. I switched advisors because I was not happy with the communication or the handling of my investments , from my first meeting with Jacob I have been impressed, he met with ne and gathered some information and at our second appointment he had a financial plan for me through my retirement . I would recommend him to anyone and a bonus is that he is very personable and listens to your needsTrustindex verifies that the original source of the review is Google. From start to finish, everyone there was incredibly helpful, patient, and knowledgeable when it comes to working with you with your retirement investment. They took the time to truly understand what I needed and didn't rush me. It is rare to find this level of care and professionalism these days! I would highly recommend Jake and Elijah to anyone.Trustindex verifies that the original source of the review is Google. Jake has been handling some of my accounts for a few years and it is always a pleasure to work with him. He is knowledgeable, understands my goals and works with me to achieve them, and is always quick to respond. I truly enjoy working with him.Trustindex verifies that the original source of the review is Google. Our discussion with the financial advisor went well. He did not pressure us, just told us what he could do for us. We like that type of discussion between us and him. We talked it over and decided to work with your company.Trustindex verifies that the original source of the review is Google. So far everything has been exhalent, response to my inquires have been timely. I would highly recommend Jake Rice and company. Jacob Rice, Piedmont Capital Advisors