Client Testimonial

“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.”

C.R. Neighborgall, IV

President, Neighborgall Construction Co. Huntington, WV

“The best decision we ever made was to become clients of Concord Wealth Partners. Because of the people at this firm, I was able to take care of my husband throughout his illness. Now I am a widow, but I do not worry about finances because I know that this team is looking out for me and the money I have entrusted with them. Even though I loved my career in Real Estate, I had no idea how to invest the money that I had earned. Professional guidance is always the best course of action. Every single person at this firm makes you feel like you are their one and only client. Their team is highly trained in their field of expertise, and I always feel comfortable discussing any issue that comes up either on the phone or via email.”

Pat McDonald

Retired Real Estate Agent Stephens City, VA

“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”.

Todd A. Goodson

Goodsons’ Supermarkets Inc. Bluefield, VA.

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.

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Concord Custom Wealth Group

We offer a one-stop solution for all of your financial needs. Our advisors, tax and accounting experts build custom strategies to achieve your financial goals.

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Trust, Estate & Gift Planning

We help you establish the most appropriate tax-efficient protection & transfer of assets.
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Insurance Planning & Risk Management

We tailor a preservation and protection plan so you can enjoy a well-earned sense of financial strength and security.
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Business Valuation & Brokering

We identify your business worth and revenue drivers to facilitate expansion and succession planning.
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Business Planning

Vision-driven KPI development.
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Innovative Asset Management

Socially Responsible Investing Options.
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Entrepreneurial Advisory

Succession & Exit Strategy.
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Investment Management

We meet your unique needs with creative and customized solutions.
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Financial Planning

Investment Management & Cashflow Analysis.
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Contribution & Benefit Plans

Strategic & Tax-efficient.

Concord Custom Wealth Group

A partnership between three client-centered firms that work together, so you can enjoy the rewards of your hard work, now and in the future.

Meet Your Team

We are your dedicated team of seasoned professionals whose passion and obligation are to place your best interest first—in every situation.

Community Mission

At Concord Custom Wealth Group, we are committed to teaching our youth to understand and cultivate the importance of wealth. How to create wealth, protect it, and pass it on to their own children.

We live and work near you

Abingdon , VA.

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Boston, MA.

One Kelley Square #208 Worcester, MA 01610

(508) 719-8510

Richmond, VA.

5309 Commonwealth Centre Parkway - Suite 109 Midlothian, VA 23112

(276) 628-5910

Rockville, VA.

2400 Old Brick Rd - Suite 74 Glen Allen, VA 23060

(276) 628-5910

Charlottesville, VA.

26 Garrett St. - Suite A Charlottesville, VA 22902

(434) 226-2651

Huntington, WV.

218 13th St. Huntington, WV 25701

(304) 697-7083