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.

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Testimonials

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.

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.

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.

B

BUILD

We build the foundation of our relationships and your financial strategy by listening and understanding what matters the most to you.

E

ESTABLISH

We gather and analyze your data to establish a personalized financial plan by aligning your goals with your risk tolerance and current situation.

S

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.

T

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.

MEET OUR TEAM
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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.

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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.

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We live and work near you

Abingdon, VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Rockville, MD

11400 Rockville Pike Suite 500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. Suite A, Charlottesville, VA 22902

(434) 226-2651

Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Twin Cities, MN

9490 Compass Pointe Road Woodbury, MN 55129

(651) 401-1670

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083