Park Piedmont’s mission is to help our clients gain clarity and peace of mind in their life with money. In doing so, we promise fiduciary guidance that’s principled, personal, and practical.
Personal and practical are fairly straightforward — but what do we mean by “principled”?
Park Piedmont has ten firm values. Each one informs the way we work with our clients and the way we work with one another. Some values are demonstrated in our investment philosophy or approach to ongoing education. Others inform how we communicate. Still others characterize the posture we strive for when showing up to work each day.
To keep our firm values top of mind, we take turns during weekly team meetings recognizing our colleagues and sharing specific examples of how our values are reflected in our work.
This weekly practice keeps the importance of our mission in front of us – and reminds us that the way we do our work matters.
In our Life with Money newsletter, we’ll highlight and describe one firm value at a time to demonstrate the ways they inform our principled approach to our work and our relationships with our clients.
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