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Custom Financial Solutions

We make it our mission to become our clients' most valuable resource.

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Is Your Vision Aligned with Reality?

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.

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Our Services

We provide Investment Advisory, Financial Planning, and Insurance Services to our clients.

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Our Mission

To become our clients' most valuable resource.

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Our Team

Personal guidance, objective advice, and solid strategies. Delivered by a team of caring professionals.

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What Our Team Has To Say

  • “It’s my goal to make sure every client feels heard and understood.”

    - J. Wade Lopez 


  • “We put our clients’ interests first and are honest about what they can expect.”

    - Justin W. Lopez

    Wealth Advisor/Marketing Director

  • “Our job is to watch for your blind spots and always have your back.”

    - Jon R. Weatherly

    CCO/Wealth Advisor

How much do You Know About Investments?

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."

Download Our Free Ebook

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."

What is ESG?

Build sustainability into your investment strategy with our ESG portfolios (Environmental, Social and Governance).
Ask your Concord Wealth Partners Advisor how he/she can make your investing more responsible.