Why Concord?
We strive to simplify your financial life. We help high-net-worth families, and business owners set tangible goals and then put strategies in place that assist them in achieving those goals through thoughtful planning and open communication.
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.”
CUSTOM WEALTH MADE SIMPLE
We offer a one-stop solution for all of your financial needs. Wealth advisory, asset management, tax strategy, and advanced accounting are combined into a custom plan to help achieve your goals.
CUSTOM WEALTH MADE SIMPLE
We offer a one-stop solution for all of your financial needs. Wealth advisory, asset management, tax strategy, and advanced accounting are combined into a custom plan to help achieve your goals.
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 People
Besides working towards achieving your goals, our advisors are here to help make your life easier. They strive to explain what is happening with your investments and your strategy at each financial life stage.
Our People
Besides working towards achieving your goals, our advisors are here to help make your life easier. They strive to explain what is happening with your investments and your strategy at each financial life stage.
Our Community Impact
At Concord, we are committed to teaching our youth the importance of understanding how to cultivate wealth. How to build it, protect it and pass it on to their children.
BOOK A FREE 15-MINUTE DISCOVERY CALL
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.