Marjorie Adam

Owner of Marjorie Adam Team

Charlottesville, Virginia

“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.”

The testimonials displayed on this website were provided by our current clients who have given their written consent for their testimonials to be displayed. We reached out to all clients of Concord Wealth Partners via email to request testimonials although not all clients provided one. It’s important to note that the testimonial parties have not received any compensation or direct/indirect benefit for their testimonials. The services and performance described may not be representative of the experiences of every testimonial party. No testimonial, ranking, or recognition should be interpreted as a current or past endorsement of Concord Wealth Partners by any of its clients. Concord Wealth Partners is an SEC Registered Investment Advisor.

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