Piedmont Wealth Partners is an independent Buckhead firm built by two Atlanta-native founding partners. We listen first and coach second—then hand you a clear, goals-based plan to grow, protect, and preserve what you’ve built.
Both founding partners have been named to NAIFA Atlanta’s list of Top Advisors Under 40—Ross Wyatt (2014–2019) and Jeff Norris (2014–2020).
The partners hold the CFBS designation, with added focus in exit planning (CEPA®) and retirement-plan fiduciary (CPFA®) work.
Since November 2023, Piedmont has operated on an independent broker-dealer platform (Arkadios Capital)—a local firm, not a chain.
We start with your life—your goals, your concerns, the full picture—before a single recommendation. The plan comes first; products only serve it.
Our team listens first and coaches second. You leave with a written, goals-based roadmap and a clearer, more confident path forward—not a sales pitch.
We view our relative youth as an advantage. Going independent in 2023 let us pair newer technology with a genuinely personal, small-team relationship.
Two client pillars, one method. We serve individuals and families building toward their goals—and the business owners who need a plan for the company as well as the household.
A written, goals-based roadmap covering cash flow, savings, tax-aware strategy, and the milestones that matter most to your family’s future.
Long-term discipline over market-timing—“three feet of ice was not formed in a single day.” Portfolios built to grow, protect, and preserve.
A confident path to and through retirement—income planning, Social Security timing, and a strategy designed to last as long as you do.
Coordinated wills, trusts, and beneficiary strategy so your wishes are honored and the people you love are cared for.
Protecting the plan against the unexpected—life, disability, and long-term-care strategies sized to your goals, never over-sold.
Succession and exit planning, executive benefits, and company retirement plans—backed by Jeff’s CEPA® exit-planning focus and both partners’ family-business work.
Wealth isn’t built in a single decision—it’s built by revisiting a good plan, patiently, year after year. Here’s how we work with you.
We take the time to understand your goals, your concerns, and the full picture—people first, products never.
We build your written, goals-based roadmap—a feasible, and honestly exciting, financial plan you can actually follow.
We put the plan to work: investments, protection, and a tax-aware structure aligned to what you told us matters.
We revisit on a regular cadence and adjust as life and markets change—so the plan keeps compounding in your favor.
Ross Wyatt and Jeff Norris are Atlanta-native founding partners, both recognized by NAIFA Atlanta as Top Advisors Under 40. They built Piedmont around a single idea: lead with the person and the plan, not the product. As they put it, “our team will listen first and coach second.”
Partner backgrounds and recognitions are drawn from the firm’s published profiles and industry coverage.
In November 2023 the firm moved onto an independent broker-dealer platform so newer technology and a nimble, small-team feel would work in clients’ favor. Clients tend to name the individual advisors—not “the firm”—because the relationship is genuinely personal.
Securities and advisory services are offered through Arkadios Capital. Piedmont Wealth Partners, LLC is an independent firm, not a subsidiary or affiliate of Arkadios.
“I can’t say enough good things about this group of humans. They truly care about people… I feel empowered regarding my finances.”Jennifer Dodge · Google review (Local Guide)
“I highly recommend the Piedmont team to anyone looking to create a feasible (and exciting) financial roadmap.”
“If you’re going to pick a financial group that cares, these are your people. They listen to your concerns and follow through with a detailed financial guide to make sure you are set for any goals you would like to achieve.”
Reviews shown are real, verbatim Google reviews. Piedmont is a boutique firm with a small but perfect 5.0 review base.
Tell us a little about what you’re working toward. Your first conversation is a no-pressure chance to see whether Piedmont is the right fit.
From our office on Peachtree Road, we work with individuals, families, and business owners across the greater Atlanta area—in person in Buckhead or virtually, whichever fits your life.
Yes. Securities and advisory services are offered through Arkadios Capital, and Piedmont Wealth Partners, LLC is an independent firm—not a subsidiary or affiliate. You get a local, boutique relationship, not a national chain.
The founding partners, Ross Wyatt and Jeff Norris, and the Piedmont team. Clients consistently name the individual advisors they work with—because the relationship is personal by design.
We listen first and coach second. We start by understanding your goals and full picture, then build a written, goals-based roadmap—and revisit it with you over time.
Individuals and families building toward their goals, and business owners who need planning for the company as well as the household—including succession and exit planning.