Piedmont Wealth Partners, a leading fee-based financial planning firm based in Atlanta, is moving its client assets under management to hybrid broker-dealer Arkadios Capital.
The partnership marks an important chapter for fast-growing Piedmont Wealth, as it joins the growing family of elite financial advisors at Arkadios. Its clients assets were previously held by Mass Mutual.
Founding partners Ross Wyatt and Jeff Norris hold an impressive array of qualifications and recognitions. Wyatt has been honored by NAIFA Atlanta as one of the Top Advisors Under 40 several times and Norris holds the Certified Family Business Specialist designation from American College and is a Certified Exit-Planning Advisor Designee (CEPA®). Rounding out the team are Kira Schleicher, Director of Planning and Development, and David Short, Director of Wealth Management.
“Jeff and I choose Arkadios Capital because of its open architecture platform, which provides a wider range of options for servicing clients and growing our business,” said Wyatt. “The culture and operational philosophy at Arkadios align seamlessly with Piedmont Wealth’s commitment to delivering high-quality wealth management services.”
The firm has built its reputation by creating comprehensive, structured financial plans tailored to meet unique desired outcomes, all while cultivating strong relationships with high-income earners.
Arkadios Capital is cultivating a community of like-minded successful entrepreneurs. It focuses on empowering advisors by providing flexibility and support.
“We are pleased to welcome Jeff Norris, Ross Wyatt and the entire Piedmont Wealth team,” said Paul Pilcher, Director of Strategic Partnerships. “Their focus on comprehensive, client-centric financial planning aligns perfectly with our commitment to supporting advisors who prioritize their clients’ needs and are seeking new paths to growth.”
Arkadios’ commitment to excellence has been consistently recognized with accolades, including being named an Elite IBD by Financial Planning magazine and one of the fastest-growing Independent-Broker Dealers in the country by Investment News.
