Coppertree

At Concord Wealth Partners, we believe in treating our clients like family. We understand that your hard-earned money is one of your most valuable assets, and we strive to provide the highest level of service and expertise to help you build, grow, and protect your wealth. Our team of experienced financial advisors, tax strategists, accountants, and investment professionals are dedicated to helping high-net-worth individuals and business owners achieve their financial goals through our comprehensive financial services.

Financial Planning

Our advisors work closely with you to create a unique "financial life plan" that considers your current situation and future objectives. We help you navigate complex financial scenarios, such as retirement planning, estate planning, and tax management, to ensure that your financial plan aligns with your values and goals.

Estate Planning

We understand that planning for the distribution of your assets can be a sensitive and emotional topic. Our team focuses on tax strategies to make the most out of your estate while keeping you informed every step of the way. We prioritize building strong relationships with our clients, and we are committed to helping you achieve your financial goals while preserving your legacy.

Retirement Planning

Retirement planning can be overwhelming, but it doesn't have to be. We help you get started as soon as possible by keeping it simple. Our advisors work with you to create a personalized retirement plan that aligns with your goals and provides you with the financial freedom to enjoy your golden years.

Tax & Accounting

We believe that effective tax strategies are essential to building and preserving your wealth. Our team puts together advanced accounting and tax strategies to help optimize your savings and investments. We work with you to develop a tax plan that minimizes your tax liability and maximizes your wealth.

Investment Management

Our innovative in-house asset management works with your advisor to build an investment model that matches your goals and values. We use a disciplined and systematic approach to investing, combining quantitative and qualitative analysis to identify opportunities and manage risk. Our goal is to help you achieve your financial objectives while aligning with your values.

Business Planning

We provide growth-minded business owners with tax strategies and the proper structure to build and grow their dream company. Our advisors work with you to create a comprehensive business plan that aligns with your financial goals and values.

Custom Wealth

Our Custom Wealth Group creates advanced tax and accounting strategies combined with enhanced planning and innovative asset management for the most complex financial scenarios. Our team has the expertise and resources to help you navigate even the most complex financial challenges and opportunities.

At Concord Wealth Partners, we live and work near you. Our financial advisors work with clients across the United States, and we have office locations in Abingdon, VA, Rockville, MD, Charlottesville, VA, Greater Boston, MA, Twin Cities, MN, Richmond, VA, and Huntington, WV. We use the latest technologies to meet with you wherever you are and provide the highest level of service and expertise.