ENTREPRENEURIAL PLANNING

We were a small business once too, so we understand what it takes to thrive. Our advisors will help you put together a growth-driven actionable plan designed to maximize your growth, protect your assets, and hopefully one day leave your successful company to grateful heirs.

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BUSINESS ADVISORY

A well-planned financial strategy may help you gain confidence in your business and better manage and allocate resources. It also demonstrates your company’s commitment to spending wisely and its capacity to pay financial responsibilities to potential investors and lenders. A solid financial business plan shows how your company controls spending, creates revenue, and helps make growth-driven decisions.

>BUSINESS ADVISORY

Business Valuation & Brokering

>BUSINESS ADVISORY

Cash-Flow Analysis

>BUSINESS ADVISORY

Tax Strategy

>BUSINESS ADVISORY

Capital Asset Management

FAMILY BUSINESS SUPPORT

Concord is a family-owned and operated business, which means we are fully equipped to objectively help family businesses address the challenges of transferring financial responsibilities from one generation to the next. Our educational program helps prepare multiple generations for future success.

>FAMILY BUSINESS SUPPORT

401(K) Review & Management

>FAMILY BUSINESS SUPPORT

Retirement Strategies

>FAMILY BUSINESS SUPPORT

Deferred Compensation Planning

>FAMILY BUSINESS SUPPORT

Wealth Education & Family Meetings

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.

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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