Life Changes. Your Plan Should Too.
At Concord, we help anticipate what’s next — aligning your wealth with life’s turns so you’re always prepared for the opportunities ahead.
HOW WE HELP OUR CLIENTS
At Concord, your goals are our goals. Our advisors create a custom plan to fit your financial objectives, whether you’re just starting out, planning for retirement, or are well into your senior years.
Build Our Wealth
We are just starting out. We want to be debt-free and ensure our young family is well-positioned for prosperity.
Grow Our Wealth
We want our money to work for us, not the other way around.
Protect Our Wealth
Ensure we don’t run out of money so that we can enjoy the fruits of our hard work.
Prepare Our Legacy
We want to ensure our family is left with the income they deserve.
Give us 15 minutes to understand your situation and we’ll connect you with the right advisor, who will create a comprehensive financial plan to help reach your goals.
Schedule a Complimentary Discovery Session
OUR B.E.S.T.™ PROCESS
Building, growing, and protecting your wealth begins with Concord’s B.E.S.T.™ onboarding process, which helps us create a goal-driven strategy for every stage of your financial life.
BUILD
We build the foundation of our relationships and your financial strategy by listening and understanding what matters the most to you.
ESTABLISH
We gather and analyze your data to establish a personalized financial plan by aligning your goals with your risk tolerance and current situation.
SECURE
We secure and implement the financial strategy we established together. Then we walk you through every detail to give you the peace of mind you deserve.
THRIVE
In order to thrive, we monitor your plan and check in with you on an ongoing basis to ensure we are always on the same page.
Our Team
Our integrated team of wealth advisors, tax strategists, accountants, and investment professionals provides comprehensive financial guidance to help you build, grow, and protect your wealth through every stage of your financial journey.
Why Concord?
Each and every day, we strive to show up for our clients. When you choose to partner with Concord Wealth Partners, expect to be treated like family. To us, there is no greater honor than being entrusted with managing your hard-earned wealth.
How to Sell Your Business
A successful sale requires more than just finding a buyer—it takes careful planning, professional guidance, and a clear vision for your future. Our free guide offers a step-by-step framework to help you navigate the sale process and maximize value—before, during, and after the sale.
WHAT WE DO
Our comprehensive financial services help high-net-worth individuals and business owners discover their wealth’s true potential through effective strategies to simplify complex scenarios and achieve their goals.
Financial Planning
Our advisors will help you develop a unique “financial life plan” that considers your current situation and goals.
Estate Planning
We focus on tax strategies to help you make the most out of your estate while keeping you informed every step of the way.
Retirement Planning
Whether you are nearing retirement or just starting out, we help you plan for the future by keeping it simple.
Tax & Accounting
Our team puts together advanced accounting and tax strategies to help optimize your savings and investment strategy.
Investment Management
Our innovative in-house asset management team will work with your advisor to build an investment strategy that aligns with your goals and values.
Business Planning
Our advisors provide growth-minded business owners with tailored tax strategies and the proper structure to help build and grow their dream company.
Custom Wealth Building
We help create advanced tax and accounting strategies combined with enhanced financial planning and asset management for the most complex financial scenarios.
WHAT WE DO
Our comprehensive financial services help high-net-worth individuals and business owners discover their wealth’s true potential through effective strategies to simplify complex scenarios and achieve their goals.
Financial Planning
Our advisors will help you develop a unique “financial life plan” that considers your current situation and goals.
Estate Planning
We focus on tax strategies to help you make the most out of your estate while keeping you informed every step of the way.
Retirement Planning
Whether you are nearing retirement or just starting out, we help you plan for the future by keeping it simple.
Tax & Accounting
Our team puts together advanced accounting and tax strategies to help optimize your savings and investment strategy.
Investment Management
Our innovative in-house asset management team will work with your advisor to build an investment strategy that aligns with your goals and values.
Business Planning
Our advisors provide growth-minded business owners with tailored tax strategies and the proper structure to help build and grow their dream company.
Custom Wealth Building
We help create advanced tax and accounting strategies combined with enhanced financial planning and asset management for the most complex financial scenarios.
We live and work near you
Our financial advisors work with clients across the United States thanks to our many different office locations and technologies that allow us to meet with you wherever you are. We have a team of wealth advisors, tax strategists, accountants and investment professionals waiting to hear from you and help guide you through your journey towards building, growing and protecting your wealth.
Connect with a member of our team below.
TESTIMONIALS
The testimonials displayed on this website were provided by our current clients who have given their written consent for their testimonials to be displayed. We reached out to all clients of Concord Wealth Partners via email to request testimonials although not all clients provided one. It’s important to note that the testimonial parties have not received any compensation or direct/indirect benefit for their testimonials. The services and performance described may not be representative of the experiences of every testimonial party. No testimonial, ranking, or recognition should be interpreted as a current or past endorsement of Concord Wealth Partners by any of its clients. Concord Wealth Partners is an SEC Registered Investment Advisor.
Marjorie Adam
Owner of Marjorie Adam Team
“Daniel Thornton at Concord Wealth Partners in Charlottesville has taken great care of my family’s finances, as well as helping my team members with their retirement accounts. He is quick to respond to all of my questions and patient when I do not understand all the forms that I have to fill out. I would highly recommend him to anyone looking to focus on their retirement planning and investing strategies.”
Kephany Powell
Tasting Room Manager
“I am incredibly satisfied with Daniel Thornton and Concord Wealth Partners. I completely trust him as my Wealth Advisor, and honestly believe he takes care of my financial security and future as if I am a part of his family.”
Todd A. Goodson
Goodsons’ Supermarkets Inc.
“I have been a client of Concord Wealth Partners for approximately 3 years. Before meeting the Lopez family, one of my biggest financial challenges was planning for my children’s academic future. As a young father, I started to feel overwhelmed with how and when to start saving for my children. I now have peace of mind knowing that I have a mapped out financial plan moving forward. I would recommend Concord Wealth Partners not only for their expertise but also their friendly and family-like atmosphere. I am very comfortable talking to them about the future of my family. They have always treated me with extreme kindness and are very helpful with any questions I may have. They offer us a wide range of services and are a joy to work with on a personal and professional level”.
C.R. Neighborgall, IV
President, Neighborgall Construction Co.
“The fact that our firm has worked with TWP for three generations is a testament to their ability to lead in an everchanging world. TWP is a vital partner in our business, and we rely heavily on their expertise and advice when making decisions. The partners and staff at TWP are easy to talk to and make complex financial accounting issues easy to understand. Before our relationship with Concord Wealth Partners, we lacked adequate coordination, communication, and planning for our investments with our estate plan and business operations. CWP provided insight during our initial goal-setting meeting, which immediately gave us positive results. CWP and TWP now manage our investments and fully integrate business, estate, and tax planning.”
INSIGHTS
In our mission to be your most trusted resource, please enjoy our catalog of original insights written by our own advisors.
“AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST”
Benjamin Franklin
GROW, BUILD AND PROTECT YOUR WEALTH.
Give us 15 minutes to understand your situation and we’ll connect you with the right advisor who will create a comprehensive financial plan to help you reach your goals.