Concentric Wealth Partners

What Concentric Wealth Partners does

Concentric Wealth Partners is a private wealth management advisory practice based in Glen Allen, Virginia, established as an independent entity affiliated with Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). The firm operates from a single office at 4101 Cox Road, Suite 175, with a team of six identified professionals—two partners (Chris Vidler, Eric Van Der Hyde), two financial planners (Taylor Warren, Kendall Benner), a client service associate (Kendall Hill), and an operations coordinator (Teresa McCartney)—many of whom hold advanced designations including CFP®, CIMA®, RICP®, CLU®, CEPA®, and ChFC®.

The firm delivers six integrated service modules: Business Planning, Financial Planning, Portfolio Management, Retirement Planning, Private Wealth Solutions, and Risk Management. Client segmentation is horizontal across four personas: High-Income Earning Professionals, Retirees, Business Owners, and Sudden Wealth recipients. Service delivery follows a structured four-step process: Get to Know Each Other, Build and Deliver Your Plan, Implement Your Plan, and Track Progress and Update Your Plan.

The business model is relationship-driven and fee-based, with all client engagement conducted through advisor-led consultations—no self-service or digital purchasing channel exists. Revenue derives from investment advisory fees routed through Raymond James Financial Services Advisors, Inc.; specific fee schedules, AUM thresholds, and revenue figures are not publicly disclosed. Go-to-market relies on content marketing—an active blog, Raymond James market commentary aggregation, interactive financial calculators and guides, a quarterly WorthWhile newsletter, and Client Access video tutorials—plus organic social sharing. The practice operates with no proprietary technology platform, mobile application, or public API beyond Raymond James infrastructure, and its geographic scope is limited to jurisdictions where its advisors are registered, currently anchored in Virginia.

Name

Concentric Wealth Partners

Legal name

Concentric Wealth Partners

Website

https://concentricwealthpartners.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Concentric Wealth Partners is a Glen Allen, Virginia-based wealth management advisory practice affiliated with Raymond James, serving high-net-worth individuals and families across four niches—high-income professionals, retirees, business owners, and sudden wealth recipients—through a six-person advisor team offering integrated financial planning, portfolio management, and retirement services.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Discount & Online Retail Brokerage (FSAEACAB)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management advisory
• Financial planning services
• Retirement planning
• Portfolio management
• Private wealth solutions

Headquarters

HQ city

Glen Allen

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Specific fee structures (AUM-based, flat-fee, or hourly) are not publicly disclosed on the website.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Concentric Wealth Partners is an independent wealth management advisory practice that delivers personalized financial planning and investment advisory services to individuals and families through Raymond James Financial Services Advisors, Inc. The firm offers six integrated service modules—Business Planning, Financial Planning, Portfolio Management, Retirement Planning, Private Wealth Solutions, and Risk Management—delivered via a structured four-step process by a team of credentialed advisors (CFP®, CIMA®, RICP®, CLU®, CEPA®, ChFC®). Securities and broker-dealer services are provided through Raymond James Financial Services, Inc., member FINRA/SIPC.

Product overview

Concentric Wealth Partners is a wealth management advisory firm offering a suite of interconnected financial services centered on comprehensive financial planning. The core offering includes six integrated service modules: Business Planning (succession and exit strategies), Financial Planning (holistic wealth strategies), Portfolio Management (institutional-grade investment management), Retirement Planning (lifecycle-based retirement strategies), Private Wealth Solutions (sophisticated services for high-net-worth clients), and Risk Management (insurance and protection planning). These services are delivered through a team-based approach with a client-centered philosophy, supported by Raymond James Financial Services as the broker/dealer platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Planning Comprehensive business succession and transition planning services, including business valuation, succession plan creation, and exit strategy implementation to maximize financial potential during business transitions. Designed for entrepreneurs and business owners preparing for liquidity events, ownership transitions, or generational handovers.
• Financial Planning Holistic financial planning services accounting for short- and long-term goals, risk tolerance, and life stage, providing personalized and diversified portfolio strategies tailored to individual client needs. Designed for clients seeking comprehensive, interconnected wealth strategy across all aspects of their financial life.
• Portfolio Management Constructs, manages, and reviews broadly diversified portfolios customized to client needs, applying institutional-grade strategies with analysis of risk, return characteristics, and tax implications. Designed for clients seeking ongoing professional investment management aligned to their financial plan.
• Retirement Planning Comprehensive retirement planning across all life stages, including retirement account management, Social Security optimization, distribution strategies, and long-term income planning. Designed for pre-retirees and retirees seeking lifetime income and legacy outcomes.
• Private Wealth Solutions Sophisticated wealth counsel for high-net-worth clients incorporating layered financial strategies for tax optimization, generational wealth transfer, liquidity events, and charitable giving. Designed for affluent individuals and families with complex, multi-generational wealth planning needs.
• Risk Management Insurance and protection planning services including long-term care insurance, life insurance, annuities, estate planning documents, and trust structures to protect client wealth and legacies. Designed for clients seeking comprehensive risk mitigation as part of a broader financial plan.

Quantifiable outcome

• Advisors must maintain a minimum of $100M in assets under management and 7+ years of experience with a clean regulatory record to qualify for the AdvisorHub recognition.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Raymond James Financial ServicescoreStrategic or Co-development PartnerConcentric Wealth Partners is affiliated with Raymond James Financial Services Advisors, Inc. for investment advisory services and Raymond James Financial Services, Inc. (member FINRA/SIPC) for securities brokerage. The firm is described as 'independent of Raymond James Financial Services' while leveraging the firm's infrastructure, technology platform (Client Access), compliance framework, and resources. The alignment is described as based on shared values of client-first service, conservatism, independence, and integrity.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Creative Planning is one of the largest independent RIAs offering comprehensive wealth management, tax, estate, and business owner services to HNW households; comparable in service breadth, financial-planning-led delivery, and team-based advisor structure.
• Mariner Wealth Advisors: Mariner is a large national RIA offering integrated wealth management, tax, estate, and business transition services to HNW families; comparable to Concentric in its comprehensive planning approach and emphasis on multi-specialist advisors under one roof.
• Buckingham Strategic Wealth: Buckingham is a fee-only, financial planning-led RIA serving HNW individuals and business owners with comprehensive wealth management; it directly mirrors Concentric's planning-led, credentialed-advisor model and target client segments (executives, business owners, retirees).
• Carson Wealth: Carson Wealth is an independent RIA that, like Concentric, focuses on holistic financial planning for HNW clients using a team-based, multi-credential advisor model; comparable in offering comprehensive planning, retirement, tax, and estate services to households across multiple U.S. regions.

Broad incumbents

• LPL Financial: LPL is the largest independent broker-dealer in the U.S., supporting thousands of affiliated advisors with wealth management platforms; directly comparable to the Raymond James affiliation model Concentric uses for compliance, custody, and technology.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer/RIA platform that supports affiliated advisors in offering comprehensive wealth management; comparable to the Raymond James platform Concentric relies on, and a relevant incumbent competitor for advisor affiliation.
• Fisher Investments: Fisher Investments is a large independent investment management firm serving HNW and institutional clients with discretionary portfolio management; comparable as a large, established RIA serving HNW clients with portfolio-centric wealth offerings.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest U.S. RIAs, offering comprehensive financial planning and investment management to HNW households nationwide; a relevant incumbent comparison for service breadth and target market.

Emerging players

• Facet Wealth: Facet is a tech-enabled, flat-fee RIA serving HNW clients virtually with CFP®-led financial planning; it targets a similar client type to Concentric but competes via a digitally native delivery model rather than in-person advisory.

Others

• Raymond James Financial Services: Raymond James is the broker-dealer and RIA platform under which Concentric operates; included as a relevant ecosystem participant that defines Concentric's distribution, technology, and compliance backbone.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/concentricwp

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Concentric Wealth Partners