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 presented are from current clients, written by the clients, and were solicited by the Concord Custom Wealth Group for presentation on this website. 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 Concord Wealth Partners, Concord Asset Management, or Trainer, Wright & Paterno by any of their clients.

Contact Us

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

This field is for validation purposes and should be left unchanged.