Founded by J. Wade Lopez, CFP, Concord Wealth Partners was specifically designed to help people from all walks of life.
Our team of wealth advisors will design a plan to evaluate your current financial situation and then will direct you toward financial independence. They will help you avoid your own personal crisis at retirement by making sure your vision of what you think will happen is 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.
If your future seems uncertain due to a lack of financial planning, let us help. We can work together to turn your vision of the future - into a future you can look forward to enjoying.