Our Commitment to Your Investment Priorities
Trusting a Team to Help You Reach Your Financial Goals
What Makes Our Wealth Advisors Stand Out
Our team at Perennial Wealth Advisors brings over 35 combined years of collective experience to the table, enabling us to provide expert financial guidance and support to our clients.
We treat our clients like we do family, and we are determined to earn our clients’ trust with our expertise and dedication. Our team-based approach to investment and financial planning helps us to stand out.
When you become a client of Perennial Wealth Advisors, you become part of our family. We prioritize building lasting relationships based on trust, respect, and empathy. Our team takes the time to understand your family’s goals, values, and aspirations, determined to align our financial strategies with your vision for the future.
Dedication
Experience
Client Service
Our dedicated team treats our clients like family, regardless of whether you are a high net worth individual, a retiree, in agriculture or heavy industry, a young professional, or an affluent family. We have a dedicated team that is focused on you and your investments.
With over 35 years of combined experience as financial advisors, we know what to expect and will handle the fine print details for you so that you don’t have to. We’ve guided clients through various market cycles, regulatory changes, and life transitions, determined to earn their trust and build their confidence along the way.
Our clients are our top priority, and part of our service is not only managing your assets and financial planning, but also ensuring that you are never left with a doubt with respect to your financial planning. A strong commitment to client service and professional growth helps us address the diverse needs of our clients.
Dedication
Our dedicated team treats our clients like family, regardless of whether you are a high net worth individual, a retiree, in agriculture or heavy industry, a young professional, or an affluent family. We have a dedicated team that is focused on you and your investments.
Experience
With over 35 years of combined experience as financial advisors, we know what to expect and will handle the fine print details for you so that you don’t have to. We’ve guided clients through various market cycles, regulatory changes, and life transitions, earning their trust and confidence along the way.
Client Service
Our clients are our top priority, and part of our service is not only managing your assets and financial planning, but also ensuring that you are never left with a doubt with respect to your financial planning. A strong commitment to client service and professional growth helps us address the diverse needs of our clients.
FAQ
Yes, Perennial Wealth Advisors operates as a fiduciary. As fiduciaries, we are legally and ethically bound to always act in our clients’ best interests. This means that we are committed to providing advice and making recommendations that aim to achieve our clients’ financial goals and objectives. We adhere to the highest standards of integrity, transparency, and professionalism in everything we do. Our fiduciary duty extends across all aspects of our relationship with clients, ensuring that their interests always come first.
At Perennial Wealth Advisors, trust is the cornerstone of our relationships. Our founder, Ed, brings over two decades of experience and expertise in financial planning. Ed strives to earn our clients trust, not only by utilizing his extensive knowledge but also by being genuinely dedicated to their financial well-being. His personalized approach and commitment to understanding each client’s unique situation is the standard by which our team adheres.
When you become a client of Perennial Wealth Advisors, you become part of our family. We prioritize building lasting relationships based on trust, respect, and empathy. Our team takes the time to understand your family’s goals, values, and aspirations, ensuring that our financial strategies align with your vision for the future.
Brock Hedgecoke, a key member of our team at Perennial Wealth Advisors, is a Certified Financial Planner Professional (CFP®). As a CFP® professional, Brock has demonstrated his expertise in comprehensive financial planning, including areas such as retirement planning, investment management, tax planning, estate planning, and risk management. This certification underscores our commitment to providing high-quality, holistic financial advice that meets the rigorous standards set by the Certified Financial Planner Board of Standards. Clients can trust in Brock’s knowledge, skills, and ethical standards as they work towards achieving their financial goals.
Want To Find Out More?
Find out today how our team’s financial planning and investment professionals can help you with your financial life.