Piedmont Financial Advisors is a fee-only financial planning firm based in Indianapolis, Indiana, founded in 2006 by Brent Perry, CFP®. The firm offers holistic, customized financial planning services tailored to individuals and couples at various life stages, including young professionals, mid-career individuals, and those approaching or entering retirement.

Services encompass tax planning, investments, insurance, estate planning, retirement strategies, and budgeting. As a fiduciary, Piedmont Financial Advisors provides unbiased advice, free from product sales or commissions, ensuring clients’ best interests are the top priority.