Concord Wealth Partners
Finance · Virginia, United States · 51-200 Employees
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Overview
Headquarters
955 W Main St, Abingdon, Virginia, 24210...Phone Number
(276) 628-5910Revenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Concord Wealth Partners
Concord Wealth Partners was founded in 1997 in Abingdon , Virginia. The family-operated financial advisory firm has four offices and represents 500 small businesses and families in Virginia , Maryland , District of Columbia , and northeast Tennessee . As of December 2020 , Concord manages over $450 million in assets.Explore more
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Concord Wealth Partners News & Media
Financial Advisor Joaquin Lopez Joins LPL Financial
CHARLOTTE, N.C., March 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Joaquin Lopez of Lopez Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Lincoln Investment Planning.Concord Asset Management Names Gary Aiken Chief Investment Officer
Abingdon, Virginia--(Newsfile Corp. - December 14, 2022) - Concord Wealth Partners (CWP), an SEC Registered Investment Advisory firm, has named Gary Aiken as the new Chief Investment Officer (CIO) at Concord Asset Management (CAM), Concord's asset management division. In his new role, Aiken will oversee CAM's investment strategies, including macroeconomic analysis, asset allocation, security selection, and trading and investment operations."We established CAM to provide CWP advisors and their clConcord Wealth Partners Expands to the Midwest - Led by MN Team of Advisors with 35+ Years of Experience
Abingdon, Virginia--(Newsfile Corp. - December 12, 2022) - Concord Wealth Partners (CWP), an SEC Registered Investment Advisory firm, has announced the opening of their newest office location in the greater Minneapolis-Saint Paul area led by Marissa Poissant, CFP® and her partner, Michael Poissant, CFP® — a team of financial advisors with a combined 35+ years of experience in the financial services industry.Marissa received her Bachelor of Arts from the University of St. Thomas and holds the FINConcord Wealth Partners Reveals New and Improved Comprehensive Financial Planning Website
ABINGDON, Va., Aug. 31, 2022 /PRNewswire/ -- In its mission to become its clients' most valuable resource, Concord Wealth Partners (CWP), an Independent Registered Investment Advisory firm, has officially launched its new website www.concordwealthpartners.com Concord's new website aims to...
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Concord Wealth Partners was founded in 1997 in Abingdon , Virginia. The family-operated financial advisory firm has four offices and represents 500 small businesses and families in Virginia , Maryland , District of Columbia , and northeast Tennessee . As of December 2020 , Concord manages over $450 million in assets.... Read More
