We make it our mission to become our clients' most valuable resource.
When you imagine your future, what do you see? Is your vision of what you think will happen, aligned with what you hope will happen? Concord Wealth Partners exists to help individuals and their families bridge the gap between where they are, and where they want to be. Bringing those seemingly far-fetched dreams, to life.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Allow our family to serve you and yours. Whether you are an individual, community leader, or business owner - we can help.
We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.
To become our clients' most valuable resource.
Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.
- J. Wade Lopez
- Justin W. Lopez
Wealth Advisor/Marketing Director
- Jon R. Weatherly
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."