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CONCORD WEALTH PARTNERS
Concord Wealth Partners is a reputable financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide expert guidance and personalized solutions to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance
- Offers personalized solutions to meet each client’s unique needs
- Assists in achieving financial goals
Facts and Insights
Founded in 2007, Concord Wealth Partners has over 12 years of experience in the financial services industry. They currently have over $1 billion in assets under management and a team of 30 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30 | 12 years |
Financial Services Offered
Concord Wealth Partners offer a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance services.
Client Types
The firm caters to a diverse client base, including high-net-worth individuals, families, and businesses. They work closely with each client to understand their unique financial situation and develop customized solutions to meet their specific needs.
Fees & Compensation
Concord Wealth Partners operates as a fee-based firm, meaning they charge a percentage of the assets under management as a fee. This fee structure ensures that the client’s interests are aligned with the advisor, as the more the client’s assets grow, the more the advisor’s compensation increases.
Background
The team at Concord Wealth Partners is made up of highly qualified and experienced financial advisors, with various certifications and designations. They are committed to providing unbiased and transparent financial advice to their clients, ensuring their long-term financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Concord Wealth Partners is required to disclose any potential conflicts of interest and maintain transparency with their clients. They have a strict code of ethics and are legally obligated to act in their clients’ best interests at all times.