A complete list of active advisors currently associated with Piedmont Financial Consulting

Warmer can help you find a great advisor at Piedmont Financial Consulting or one who fits your needs even better.

Piedmont Financial Consulting serves individuals, high-net-worth individuals and small businesses with comprehensive and a la carte financial planning, investment management, and public financial workshops. The firm operates as a single-advisor practice and, per its ADV, reports modest assets under management as of the filing. The firm’s investment approach emphasizes passive management through diversified allocations to index mutual funds and exchange-traded funds, with a focus on low internal fund costs and tax efficiency. Piedmont pairs investment management with a required comprehensive financial plan, conducts regular monthly check‑ins and an annual review, and implements trades on an individual basis while using Altruist as its custody and model‑marketplace provider. What is noteworthy in the brochure is the combination of services typically offered by larger teams — public educational workshops and explicit service to small business clients — delivered from a solo practitioner model. The firm also highlights operational policies that distinguish its practice, including a formal requirement to complete a comprehensive plan before managing assets, the use of an institutional custodian relationship that provides model portfolios and digital tools, and a choice not to aggregate (block) trades.

To learn more about the advisors currently working at Piedmont Financial Consulting, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Ragsdale	Laurel, MD	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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