Meet Wade.

Wade Lopez is the Founder and CEO of Concord Wealth Partners. With over four decades of experience as an entrepreneur, advisor, and small business owner, he holds the Certified Financial Planner™ designation, a master’s degree in financial services, and the Certified Senior Advisor designation.

Specializing in working with small business owners, executives, entrepreneurs, and multi-generational families, Wade and his team have developed multiple innovative solutions, including implementing cost-saving measures for small businesses, devising strategies to increase enterprise value, deploying personalized investment portfolios, and implementing tax-efficient exit plans. Wade and his team’s expertise has been instrumental in Concord Wealth Partners being recognized as one of Virginia’s leading wealth advisory practices.

Family is not just a part of his life but an integral part of his work. Wade feels fortunate to work with his wife, Sheila, who serves as the Director of Marketing, and their children, Justin and Carrie, who are vital advisory team members. This familial bond brings a unique dynamic to their professional environment.

Wade’s commitment to nurturing talent is evident in his free time, where he dedicates himself to mentoring young aspiring NASCAR drivers. His presence is a common site at racetracks on weekends across the country, where he shares his extensive knowledge and experience. The success of his race team, Highlands Motorsports, Inc., is a testament to his dedication, having secured multiple championships, including both the prestigious owners’ and drivers’ championships in the CARS Touring Series. Highlands Motorsports has played a pivotal role in the careers of many current professionals racing within the NASCAR touring series.

Wade and the entire team at Concord Wealth Partners are not just about business. They are deeply committed to community involvement, a commitment that is exemplified by their annual Bobby Lee Hurd Jr. Memorial Golf Classic fundraiser. This charity event, benefiting the Boys and Girls Clubs of the Mountain Empire, has raised over $400,000 for the club since its inception while fostering a sense of community and shared purpose among the team. This strong commitment to giving back is a core value of Concord Wealth Partners’ dedication to positively impacting the community.

Lastly, Wade and Sheila have a grandson, Zander Reeves, who holds a special place in Boppa’s heart. Zander often visits Boppa’s office, where he enjoys assisting with highlighters and magic markers and bringing joy and playfulness to the workplace.

Read J. Wade’s Blog

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