Piedmont Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Piedmont Wealth Management is a fee-only financial planning and investment management firm that operates as a wholly owned subsidiary of Burke & Herbert Financial Services Corp. It provides personalized financial planning, discretionary and non-discretionary portfolio management, and consulting to a mix of trusts, foundations, pension plans and corporate/household accounts, overseeing roughly $156 million in assets across several hundred accounts while using percentage-of-AUM billing and customary custody arrangements.
The firm develops investment policy statements with clients, implements one of several proprietary asset-allocation strategies (ranging from capital preservation to maximum growth), and monitors accounts on an ongoing basis; clients may elect discretionary authority and the firm articulates tax-aware fixed-income positioning and portfolio transition practices. Financial planning is offered as standalone or ongoing work, and consulting engagements are available outside traditional asset management services.
What distinguishes the firm is its corporate and professional affiliations: it is under common ownership with a regional banking organization and shares employees with that bank, and a principal operates an independent accounting/tax practice that may provide services to clients — affiliations and cross-referral arrangements the brochure discloses and seeks to manage. The firm’s client mix and operating structure emphasize institutional and trust/corporate relationships and coordinated services with affiliated financial and accounting entities rather than a primary focus on retail individual (non‑HNW or HNW) households.
Client services
Expertise
Fee options
Fixed consulting fees ranging from $750 to $5,000
1% per annum (generally) - fees are negotiable and may be higher or lower based on account size, complexity, planning services, and other factors
$200 per hour for one-time financial planning and consulting services
Negotiated annual retainer fees for ongoing financial planning billed monthly, quarterly, or annually
Account minimum: $100,000 (may be waived at firm’s discretion) Fee-only: Financial planning charged at $200 hourly rate for one-time engagements; ongoing financial planning charged via negotiated annual retainer billed monthly, quarterly, or annually; consulting services charged hourly at $200/hour or fixed fees between $750 and $5,000 (both negotiable)
Main office
See office100 S. Fairfax Street
Alexandria VA 22314
Advisors at this office
1
Offices (2)
Most active in
New Hampshire · Texas · Virginia
Also doing business as
Burke & Herbert Wealth Services, LLC · Piedmont Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John C
Series 63, Series 65
Alexandria, VA
Piedmont Wealth Management
John Coleman is a financial advisor at Piedmont Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role in financial advising, Coleman owns Commonwealth Business Services, a CPA and tax preparation firm. Piedmont Wealth Management is a fee-only financial planning and investment management firm serving trusts, foundations, pension plans, and corporate/household accounts. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and consulting, with a focus on institutional and trust/corporate relationships and coordinated services through affiliated financial and accounting entities.
James M
CFP®
Culpeper, VA
Piedmont Wealth Management
James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.
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