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.
Each and everyday, we show up for our clients. When you choose to become a Concord Wealth Partners client, expect to be treated like family. To us, there is no greater honor than being entrusted with your hard-earned money.
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.
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 PlanningOur advisors will create a unique “financial life plan” considering your current situation and goals.
Estate PlanningOur team focuses on tax strategies to make the most out of your estate while keeping you well informed every step of the way.
Retirement PlanningWe help you get started as soon as possible by keeping it simple.
Tax & AccountingOur team puts together advanced accounting and tax strategies to help optimize your savings and investments.
Investment ManagementOur innovative in-house asset management will work with your advisor to build an investment model that matches your goals and values.
Business PlanningOur advisors provide growth-minded business owners with tax strategies and the proper structure to build and grow their dream company.
Custom Wealth BuildingOur Custom Wealth Group creates advanced tax and accounting strategies combined with enhanced planning and innovative 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.
955 West Main St. Abingdon, VA 24210
11400 Rockville Pike Suite 500 Rockville, MD 20852
26 Garrett St Suite A Charlottesville, VA 22902
One Kelley Square #208 Worcester, MA 01610
Greater Boston, MA
9490 Compass Pointe Road Woodbury, MN 55129
Twin Cities, MN
5309 Commonwealth Centre Parkway Suite 109 Midlothian , VA 23112
218 13th St. Huntington, WV 25701
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 qui...
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 fu...
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 h...
Retired Real Estate Agent
“The best decision we ever made was to become clients of Concord Wealth Partners. Because of the people at this firm, I was able to take care of my husband throughout his illness. Now I am a w...
The testimonials presented are from current clients, written by the clients, and were solicited by Concord Custom Wealth Group for presentation on this document. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance, may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of IA Firm by any of its clients.
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"
Business Succession Planning - Part I
3 Reasons to Gift Soon and Potentially Avoid Higher Taxes
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.