The Piedmont Group

David Vo – Financial Planner at The Piedmont Group
I am a dedicated financial planner with a passion for empowering individuals, families, and businesses to achieve their financial goals and secure their future. At The Piedmont Group, I specialize in creating tailored financial strategies that align with my clients' unique needs, values, and aspirations. With a focus on integrity and stewardship, I guide my clients through the complexities of financial planning with clarity and purpose.

The Piedmont Group – Building Financial Confidence
The Piedmont Group is a trusted financial advisory firm committed to providing comprehensive financial solutions. Located in the heart of Atlanta, GA, our team of experienced professionals works closely with clients across Gwinnett County and beyond, delivering customized strategies that promote financial stability and long-term success. We understand that every client is different, and our mission is to craft personalized plans that reflect their goals and values.

Specialties and Services

1. Retirement Planning
   Helping clients define and achieve their ideal retirement through strategies that maximize income, manage risks, and provide peace of mind.

2. Wealth Management
   Offering investment management services tailored to grow and preserve wealth for individuals and families.

3. Tax Strategies
   Minimizing tax liabilities and maximizing savings through proactive tax planning.

4. Estate Planning
   Ensuring that clients’ legacies are preserved and efficiently passed on to their loved ones.

5. Small Business Planning
   Assisting entrepreneurs with succession planning, employee benefits, and financial strategies that enhance business growth and stability.

6. Risk Management
   Providing life insurance, disability insurance, and long-term care solutions to protect against unforeseen events.

What Sets Us Apart

• Client-Centric Approach: We focus on building lasting relationships based on trust, education, and collaboration.
• Tailored Strategies: Every client’s plan is as unique as their fingerprint, designed to reflect their life, values, and goals.
• Expertise Across Niches: From retirees to small business owners and special-interest groups, we deliver specialized insights to meet specific needs.
• Community Engagement: We actively engage in local communities across Gwinnett County, fostering connections and providing accessible financial education.

At The Piedmont Group, we don’t just help you manage your finances; we empower you to thrive, plan confidently, and live abundantly. Let us guide you in creating a financial future that aligns with your goals and values.

Connect with me today to begin your journey to financial confidence and freedom.