Is Your Retirement Plan Actually Working?
Get a free second opinion from a Fiduciary Financial Advisor to see exactly where you stand — and if your retirement plan is built to last.
Exclusively for households with $500K or more in investable assets. Offer criteria may be waived at Concord Wealth Partners’ discretion.
IS THIS OFFER RIGHT FOR YOU?
If you want greater clarity and coordination across your retirement income, investments, and tax strategy — and have $500,000 or more invested — this consultation is designed for you.
Answer a few questions below to reserve your spot.
WHAT OUR CLIENTS SAY
Since 2002, we’ve been fiduciaries first — showing up for every call, every crisis, and every milestone that matters to our clients.
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.”
WHY WORK WITH A FIDUCIARY
As fiduciary financial advisors, we are legally obligated to act in your best interest – not sell products.
Our approach focuses on long-term retirement income planning, disciplined investment management, and tax-aware coordination.
