Concord Wealth Partners was founded here in Abingdon, Virginia in 1997. Serving individuals and their families throughout the state, the majority of our clients reside in southwest Virginia, and northeast Tennessee.
Family owned and operated, our firm offers investment advisory, financial planning, and life and health insurance services to pre-retirees, retirees, community leaders, and business owners. Committed to helping our clients through the various stages and uncertainties of life, our team has taken a Fiduciary responsibility to always put our client’s needs, first.
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.
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.