A complete list of active advisors currently associated with Piedmont Wealth Advisory

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

Piedmont Wealth Advisory, operating as Oak Barrel Wealth Advisory LLC d/b/a Piedmont Wealth Advisory, provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and estates. Services include discretionary and non‑discretionary portfolio management, standalone or integrated financial planning, and implementation using mutual funds, ETFs, individual securities, and third‑party managers. The firm operates as a fiduciary and builds customized, long‑term oriented portfolios using fundamental analysis and periodic reviews, while allowing client‑imposed restrictions and retention of legacy holdings for tax or fit reasons. Portfolios are constructed from diversified, low‑cost instruments and the adviser may utilize margin/borrowing and alternative investments where appropriate, and may engage unaffiliated independent managers while providing ongoing oversight. Compared with many supported firms, Piedmont discloses formal affiliations with other investment adviser entities and participates in an institutional platform relationship that provides brokerage, research and technology support. It is also notable for permitting borrowing in separately managed accounts (margin use) and for a small advisory team managing assets at scale, with in‑house professionals holding planning‑focused credentials that support divorce‑related and retirement‑income planning.

To learn more about the advisors currently working at Piedmont Wealth Advisory, 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.