Confidently navigate all the financial seasons of life.
Know Where You’re Headed. Know Who’s Got Your Back.
You’ve worked hard to build what you have — now you want to make smart, strategic decisions about what comes next. That’s where we come in.
At Perennial Wealth Advisors, we’re a dedicated team of experts with 35+ years of combined experience, here to help you build clarity, confidence, and a roadmap tailored to your goals.
We specialize in long-term strategy, smart investing, and meaningful financial planning — so you can move forward knowing you're supported every step of the way.
Clarity
No more guesswork. We’ll show you where you stand, what lies ahead, and how it all fits together. From taxes and timelines to Social Security, investments, and income planning, we’ll help you tackle the big questions and provide a roadmap that makes sense.
Strategy
A financial plan isn’t one-size-fits-all. We build personalized financial strategies that reflect your life, your goals, and what matters most – whether that’s your family, your business, or your retirement timeline. With decades of experience, we specialize in designing plans that work and adapt with you as life evolves.
Partnership
We treat our clients like family, and we mean that. From your first meeting to the years of partnership that follow, our goal is for you to feel supported, cared for, and prioritized. Through every transition, decision, and question, we’re here — because that’s real financial partnership.
Tailored Financial Solutions
for Your Future
Financial Planning
Clear, comprehensive plans to align your money with your goals.
Investment Management
Tailored portfolios that balance risk and growth, and protect your assets over time.
Tax Planning
Keep more of your hard-earned money with thoughtful tax planning.
Real Estate Investing
Make confident property investments that grow long-term wealth.
Estate Planning
Protect your loved ones, your legacy, and your wishes with smart estate planning.
Agriculture & Ranch
Advising
Specialized guidance & expertise for farm and ranch financial success.
Who We Serve
Foundation Builders
You’re earning well and consistently saving
$3,000 or more each month.
You’ve worked hard to get here — you’re no longer living paycheck to paycheck, and you know it’s time to build a real plan. Whether you’re growing your family, planning for retirement, or just want to make smarter use of your income, we’ll help you turn that financial margin into meaningful strategy.
We’ll Work Together To…
✔ Clarify what matters most to you
✔ Prioritize competing goals (education, home, flexibility, retirement)
✔ Invest intentionally
✔ Reduce taxes
✔ Lay the groundwork for a strong, adaptable financial life
Retirement Planners
You have $750k+ in investable assets — and now you’re planning your next chapter.
Whether you’re preparing to retire or already have, this is a season that comes with new complexity. If you have $750k+ in investable assets (excluding real estate), we’ll help you turn your portfolio into income, make smart tax decisions, and feel confident that what you’ve built will last.
We’ll Work Together To…
✔ Plan your retirement income and withdrawal strategy
✔ Optimize taxes and minimize surprises
✔ Ensure your money supports your lifestyle
✔ Adjust your plan as life evolves — with a real partner by your side
“I’ve really enjoyed dealing with Brock, Kinsey and Ed as my financial advisors for the past two years.
They are very knowledgeable and committed to my needs and keeping me comfortable with the decisions we make. I feel very comfortable with them handling my retirement.”
- Current Client
FAQs
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Yes. Being a fiduciary means we are legally and ethically required to put your interests first—always. Every recommendation we make is designed to serve your financial goals, with complete transparency and integrity.
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Our clients describe the experience as personal, clear, and grounded in trust. From the start, we take the time to understand your goals, your family, and what financial freedom looks like for you.
You’ll get a partner who listens first, builds a strategy around your life, and checks in regularly—so you always know where you stand and what’s next.
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Yes! Brock Hedgecoke is a CFP® professional, bringing deep expertise in retirement, tax, estate, and investment planning. His certification represents the highest standard in financial planning, giving our clients confidence that they’re in expert hands.
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We work best with individuals and families who want a long-term partner—not just quick advice. Many of our clients are business owners, professionals, or multi-generational families who value clarity, strategy, and ongoing guidance to steward their wealth with confidence.
If you want a team that will simplify complex decisions, communicate proactively, and genuinely care about your future, you’ll feel right at home with us.
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We start with a discovery call to learn about your goals and current financial picture. If it feels like a fit, we’ll:
Assess your current plan and opportunities
Build a personalized strategy tailored to your life
Guide you step-by-step toward implementation
Monitor your plan over time and make sure you’re on track
Our goal is for you to feel clear and confident from day one.
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We operate on a transparent, fee-based model. This means we’re compensated for our advice and portfolio management—not for selling products. Our compensation structure aligns our success with yours and ensures recommendations are always made in your best interest.
The following is our fee schedule for assets under management:
Assets Under Management: $0 - $1,000,000
Annual Fee: 1.25% annual fee
Assets Under Management: $1,000,001 - $4,000,000
Annual Fee: 1.00%
Assets Under Management: $4,000,000+
Annual Fee: 0.90%
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Yes. We partner with clients who are ready for comprehensive, long-term planning. While every situation is unique, most of our clients have $750,000+ in investable assets or are actively building toward that level.
This ensures we can deliver the level of strategy and hands-on guidance our clients value most. If you’re unsure whether you meet the threshold, reach out—we’re happy to discuss your options.
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We combine deep expertise with a family-style approach. Many advisors focus only on investments or only on transactions—we focus on your whole financial picture and life goals.
Clients choose us because we:
Take time to understand their values and vision
Offer clear, proactive guidance on their next steps
Treat them like family, not accounts
Our goal is simple: your clarity, confidence, and long-term peace of mind.
Ready for a strategy built for your future?
Your financial clarity starts with a simple conversation. Book a complimentary call to get to know our team, share your goals, and see if we’re the right fit for your journey.