Concord Wealth Partners

What Concord Wealth Partners does

Concord Wealth Partners is a privately held, SEC-registered investment adviser founded in 2002 and headquartered in Abingdon, Virginia. The firm provides wealth management, estate planning, retirement planning, tax and accounting strategy, investment management, entrepreneurial business planning, and custom wealth building services primarily to high-net-worth individuals and business owners across the United States, delivered through a network of seven office locations in Virginia, Maryland, Tennessee, Massachusetts, Minnesota, and West Virginia, supplemented by remote servicing.

The firm's core technology stack combines industry-standard RIA infrastructure (Orion Advisor for portfolio accounting, eMoney for financial planning, Schwab and Fidelity for custody) with an in-house asset management subsidiary, Concord Asset Management, that runs daily-monitored, tax-loss-harvested portfolios using individual stock sleeves in U.S. value and growth categories, alongside a proprietary ESG screening process. A registered trademark, the B.E.S.T. onboarding process, structures the client journey across Build, Establish, Secure, and Thrive stages. The firm also operates an iOS mobile app, a Calendly-driven discovery scheduling workflow, and a content marketing program across LinkedIn, Facebook, Instagram, and YouTube.

Concord generates revenue primarily through recurring advisory fees on managed assets, supplemented by asset management fees from Concord Asset Management and affiliate referral economics from its commonly-owned CPA firm, Trainer, Wright & Paterno. Services are quote-based with fees disclosed in Form CRS and ADV Part 2A documents. Go-to-market is advisor-led, with complimentary 15-minute discovery calls, in-person advisory at branch offices, and a recently launched three-tier financial advisor partnership program (AIR, local partnership, succession planning) that opens a channel-led growth path beyond wholly owned offices.

Name

Concord Wealth Partners

Legal name

Concord Wealth Partners, LLC

Website

https://concordwealthpartners.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Concord Wealth Partners is a privately held, SEC-registered RIA providing wealth management, estate, tax, retirement, and investment management services to high-net-worth individuals and business owners across seven US offices.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management services
• Financial planning advisory
• Estate planning services
• Retirement income planning
• Investment management advisory

Headquarters

HQ city

Abingdon

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Concord Wealth Partners, LLC (CWP), an SEC-registered investment adviser. Revenue generated from advisory fees for comprehensive financial planning, investment management, estate planning, and related wealth management services.
2. Asset Management Services: Asset management services offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals, providing institutional-quality investment management solutions.
3. Tax and Accounting Referrals: Client referrals to affiliated Trainer, Wright & Paterno (TWP) for tax and accounting services, with CPAs and accountants providing tax preparation and planning.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Concord Wealth Partners is an SEC-registered investment adviser offering comprehensive financial life planning, estate planning, retirement planning, tax and accounting strategy, investment management, and entrepreneurial business planning. The firm delivers in-house institutional-quality asset management through its subsidiary Concord Asset Management and provides bespoke wealth services through the Concord Custom Wealth Group that integrates wealth advisory, asset management, tax strategy, and accounting from affiliated firms.

Product overview

Concord Wealth Partners operates as a unified financial advisory platform offering seven core service areas: Financial Life Planning, Estate Planning, Retirement Planning, Tax & Accounting Strategy, Investment Management, Entrepreneurial Business Planning, and Custom Wealth Building. The firm provides in-house asset management through Concord Asset Management and delivers enhanced custom services through the Concord Custom Wealth Group, which combines wealth advisory, asset management, tax strategy, and advanced accounting from affiliated firms. Additional specialized services include risk management planning, business valuation, tax-loss harvesting, and ESG investing. For advisors, the firm offers a partnership platform providing joint marketing, shared resources, and succession planning options.

Differentiator

Problem solved

Functional benefit

Brands

• B.E.S.T. Process: Proprietary onboarding methodology: Build, Establish, Secure, Thrive - a goal-driven strategy for financial planning at every stage.

Products and services

• Financial Life Planning Advisors create a unique financial life plan considering the client's current situation and goals, simplifying complex financial management processes for individuals and families.
• Estate Planning Focuses on tax strategies to help clients preserve wealth, develop comprehensive estate plans, and ensure efficient distribution of assets across generations.
• Retirement Planning Planning services for clients at any stage, whether nearing retirement or just starting out, with a focus on simplicity and future security.
• Tax & Accounting Strategy Advanced accounting and tax strategies developed by an in-house team (in coordination with affiliated CPA firm TWP) to help optimize client savings and investment strategies.
• Investment Management In-house institutional-quality asset management solutions including cost-effective, tax-efficient, daily-monitored, and personalized portfolios aligned with client goals and values.
• Entrepreneurial Business Planning Tailored tax strategies and proper business structure for growth-minded business owners to build and grow their companies, including business valuation and succession planning.
• Custom Wealth Building Bespoke enhanced services for highly intricate financial scenarios, combining wealth advisory, asset management, tax strategy, and advanced accounting through the Concord Custom Wealth Group.
• Asset Management Services (via Concord Asset Management) Institutional-quality investment management services offered through Concord Asset Management, LLC to individual investors and financial professionals, including tax-loss harvesting, ESG investing, and daily portfolio monitoring.
• Advisor Partnership Program Partnership solutions for financial advisors including the AIR (Advisor Integration Resource) program, local partnership, and succession planning, providing joint marketing, shared resources, customer support, and integration services.
• Risk Management Planning Services including life insurance, disability insurance, long-term care, and liability management to detect and mitigate risks impacting financial soundness.

Quantifiable outcome

• Multi-generational relationships with clients spanning three generations
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Trainer, Wright & Paterno (TWP)coreStrategic or Co-development PartnerAffiliated through common ownership. TWP provides tax and accounting services to Concord clients. All TWP CPAs and accountants are members of the American Institute of Certified Public Accountants. TWP professionals may recommend CWP or CAM services to clients incidental to their CPA practices. The relationship enables integrated financial planning, tax strategy, and accounting services.
• Concord Asset Management, LLC (CAM)coreStrategic or Co-development PartnerAffiliated investment adviser providing in-house institutional-quality asset management services. CAM offers in-depth analyses, innovative investing strategies, and technology platforms for individual investors and financial professionals. Services include tax-loss harvesting, ESG investing, and daily portfolio monitoring.
• Edge Partners™minorChannel Partner/ Reseller/ DistributorListed as a partnership in the website footer, providing additional distribution or referral capabilities for Concord services.
• Charles SchwabcoreTechnology or IntegrationCustodian for client investment accounts. Clients can access Schwab accounts through the client login portal on the Concord website.
• Fidelity InvestmentscoreTechnology or IntegrationCustodian for client investment accounts. Listed alongside Charles Schwab as account access option through the client portal.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Mercer Advisors: Mercer Advisors is an RIA providing wealth management, estate planning, tax, and investment management through a national partnership model targeting HNW individuals and families. Comparable to Concord in offering integrated services and emphasizing professional designations/credentials.
• Wealth Enhancement Group: Wealth Enhancement Group is an RIA that acquires and partners with independent advisors, offering comprehensive wealth management including investment, tax, and estate services — closely comparable to Concord's advisor partnership and integrated service approach.
• Creative Planning: Creative Planning is a large independent RIA providing comprehensive financial planning, investment management, estate planning, and tax services to HNW clients. Like Concord, it operates as an SEC-registered investment adviser with an integrated, fee-based advisory model.
• Sanctuary Wealth: Sanctuary is an RIA partnership platform supporting independent advisors with technology, compliance, and operations while preserving advisor ownership — directly comparable to Concord's AIR, local partnership, and succession advisor partnership programs.
• Hightower Advisors: Hightower is an RIA partnership firm that supports independent advisors with technology, compliance, and business consulting while preserving advisor autonomy — directly analogous to Concord's local partnership and AIR program. Both target HNW clients with comprehensive wealth planning services.
• Edelman Financial Engines: Edelman Financial Engines is a large RIA offering comprehensive financial planning, investment management, and retirement planning to HNW households. Similar SEC-registered, fee-based model with multi-office advisor delivery and in-house asset management capabilities.
• Mariner Wealth Advisors: Mariner is a national RIA offering wealth advisory, tax, estate planning, and asset management to HNW individuals and business owners, with strong integrated financial planning. Comparable in multi-office model, professional designations, and integrated offering for complex client needs.
• Carson Group (now Carson): Carson operates an advisor partnership/coaching platform very similar to Concord's AIR partnership and succession planning programs, serving individual investors and financial advisors through affiliated RIAs. Comparable in offering wealth advisory, asset management, and business consulting to HNW clients and business owners.

Broad incumbents

• LPL Financial: LPL Financial is the largest independent broker-dealer with affiliated RIA services, providing wealth management, asset management, and advisor support at scale. Serves the same HNW and business-owner segments as Concord but with a much broader, hybrid BD/RIA model and national footprint.
• Cetera Financial Group: Cetera is a hybrid broker-dealer/RIA network supporting thousands of independent financial advisors with wealth management, investment, and planning technology. Overlaps with Concord's advisor partnership concept but at significantly larger scale and with BD-affiliated advisors rather than SEC-RIA-only.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCefPz8pCfQSJQsh60yJzhzw
• Facebookfacebook.com/ConcordWealth
• LinkedInlinkedin.com/company/lopez-wealth-management-group/posts/?feedView=all
• Instagraminstagram.com/concordcwg
• Xx.com/MyFSGteam

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Concord Wealth Partners