
Concord Wealth Partners Reveals New and Improved Comprehensive Financial Planning Website
Concord Wealth Partners Reveals New and Improved Comprehensive Financial Planning Website
ABINGDON, Va., Aug. 31, 2022 /PRNewswire/ — In its mission to become its clients’ most valuable resource, Concord Wealth Partners (CWP), an Independent Registered Investment Advisory firm, has officially launched its new website www.concordwealthpartners.com
Concord’s new website aims to bridge the client and advisor connection gap with a new and improved user experience showcasing its holistic suite of financial services within a sleek, easy-to-navigate digital platform.
Some of the website’s new features are:
Insights Page: A robust financial education and market analysis library authored by Concord’s advisors.
Client Portal & Mobile App: Where clients can access their investments and portfolio activity live, all in one place.
15-minute Free Consultation Booking Portal: Visitors can schedule a one-on-one phone call with a real advisor (not a robot) with only two clicks.
Teams Page: More than just a bio page, each advisor at Concord has their own micro-site displaying their team’s expertise, mission, meeting booking platform, original blogs, and social media wall.
Advisor Page: Where client-centered advisors looking to join the firm can learn more about the benefits of partnering with Concord.
The digital transformation is part of Concord’s three-phase expansion plan led by Edge Partners™, an RIA growth strategy firm. Concord launched its growth plan in 2019, starting with rebranding, service and territory expansion, infrastructure optimization, and strategic M&As.
So far, the expansion plan has included partnering with CPA firms, establishing an in-house asset management division, developing robust marketing campaigns, and forming partnerships with like-minded financial advisors in different geographical markets across the U.S., such as Rockville, MD, Charlottesville, VA, and most recently, the Greater Boston area. Since its growth strategy began, Concord has expanded its AUM from $350M in December 2019 to over $800M as of August 2022.
Concord’s primary focus is to improve its client’s overall experience and financial outcomes through an integrated and institutional quality one-stop financial services powerhouse.
About Concord Wealth Partners:
Concord Wealth Partners is a Virginia-based RIA founded in 2002, expanding rapidly throughout the U.S. The family-owned and operated financial advisory firm has six offices. It represents over 800 individuals and small businesses in Virginia, West Virginia, Maryland, the District of Columbia, Northeast Tennessee, and Greater Boston.
Partnership Contact:
Matt Heitman
203-769-7237
Media Contact:
Silvia Roa-Madan
203-769-7237 Ext. 107
Disclosures: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Concord Wealth Partners, or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Concord Wealth Partners. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Concord Wealth Partners is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Concord Wealth Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or on our website. Please Note: If you are a Concord Wealth Partners client, please remember to contact Concord Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Concord Wealth Partners shall continue to rely on the accuracy of information that you have provided. Please Note: If you are a Concord Wealth Partners client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.