DISCOVER YOUR WEALTH'S TRUE POTENTIAL

We help build, grow, and protect your wealth through custom solutions for even the most complex financial scenarios.

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TESTIMONIALS

The testimonials displayed on this website were provided by our current clients who have given their written consent for their testimonials to be displayed. We reached out to all clients of Concord Wealth Partners via email to request testimonials although not all clients provided one. It’s important to note that the testimonial parties have not received any compensation or direct/indirect benefit for their testimonials. The services and performance described may not be representative of the experiences of every testimonial party. No testimonial, ranking, or recognition should be interpreted as a current or past endorsement of Concord Wealth Partners, Concord Asset Management, or Trainer, Wright & Paterno by any of their clients. Concord Wealth Partners and Concord Asset Management are SEC Registered Investment Advisors.

"Daniel Thornton at Concord Wealth Partners in Charlottesville has taken great care of my family’s finances, as well as helping my team members with their retirement accounts. He is quick to respond to all of my questions and patient when I do not understand all the forms that I have to fill out. I would highly recommend him to anyone looking to focus on their retirement planning and investing strategies."

Marjorie Adam

Owner of Marjorie Adam Team
Charlottesville, VA

“I am incredibly satisfied with Daniel Thornton and Concord Wealth Partners. I completely trust him as my Wealth Advisor, and honestly believe he takes care of my financial security and future as if I am a part of his family.”

Kephany Powell

Tasting Room Manager
Charlottesville, VA

"The fact that our firm has worked with TWP for three generations is a testament to their ability to lead in an everchanging world. TWP is a vital partner in our business, and we rely heavily on their expertise and advice when making decisions. The partners and staff at TWP are easy to talk to and make complex financial accounting issues easy to understand. Before our relationship with Concord Wealth Partners, we lacked adequate coordination, communication, and planning for our investments with our estate plan and business operations. CWP provided insight during our initial goal-setting meeting, which immediately gave us positive results. CWP and TWP now manage our investments and fully integrate business, estate, and tax planning."

C.R. Neighborgall, IV

President, Neighborgall Construction Co.
Huntington, WV

"I have been a client of Concord Wealth Partners for approximately 3 years. Before meeting the Lopez family, one of my biggest financial challenges was planning for my children’s academic future. As a young father, I started to feel overwhelmed with how and when to start saving for my children. I now have peace of mind knowing that I have a mapped out financial plan moving forward. I would recommend Concord Wealth Partners not only for their expertise but also their friendly and family-like atmosphere. I am very comfortable talking to them about the future of my family. They have always treated me with extreme kindness and are very helpful with any questions I may have. They offer us a wide range of services and are a joy to work with on a personal and professional level."

Todd A. Goodson

Goodsons’ Supermarkets Inc.
Bluefield, VA

"The best decision we ever made was to become clients of Concord Wealth Partners. Because of the people at this firm, I was able to take care of my husband throughout his illness. Now I am a widow, but I do not worry about finances because I know that this team is looking out for me and the money I have entrusted with them. Even though I loved my career in Real Estate, I had no idea how to invest the money that I had earned. Professional guidance is always the best course of action. Every single person at this firm makes you feel like you are their one and only client. Their team is highly trained in their field of expertise, and I always feel comfortable discussing any issue that comes up either on the phone or via email."

Pat McDonald

Retired Real Estate Agent
Stephens City, VA

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Concord Custom Wealth Group

We offer a one-stop solution for all of your financial needs. Wealth advisory, asset management, tax strategy, and advanced accounting are combined into a custom plan to achieve your goals.

Trust, Estate & Gift Planning

We help you establish the most appropriate tax-efficient protection & transfer of assets.

Insurance Planning & Risk Management

We tailor a preservation and protection plan so you can enjoy a well-earned sense of financial strength and security.

Business Valuation & Brokering

We identify your business worth and revenue drivers to facilitate expansion and succession planning.

Business Planning

Vision-driven KPI development.

Innovative Asset Management

Socially Responsible Investing Options.

Entrepreneurial Advisory

Succession & Exit Strategy.

Investment Management

We strive to meet your unique needs with creative and customized solutions.

Financial Planning

Investment Management & Cashflow Analysis.

Contribution & Benefit Plans

Strategic & Tax-efficient.

HOW CAN WE HELP?

Grow Our Wealth

We want to grow our wealth so that we can set sail whenever we want.

Protect Family Income

I want to ensure my family is left with the income they deserve.

Custom Investment Solutions

I am a business owner with complex financial needs and goals.

Concord Custom Wealth Group

A partnership between three client-centered firms working together, so you can enjoy the rewards of your hard work,
now and in the future.

At Concord Wealth Partners, we show up for our clients each and every day. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. Since we first opened our doors in 2002, we have strived to become our client’s most valuable resource. Providing objective, thoughtful and strategic advice to our clients is paramount. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.

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Trainer, Wright & Paterno takes a proactive approach to accounting and taxes. We don’t just look at historical data; we leverage it to help growth-minded business owners stay on top of their numbers. We help them identify and react to financial trends in real-time instead of months after the fact. Since we opened our doors in 1972, we’ve made it our mission to create a truly collaborative and transparent partnership with our clients in even the most complex scenarios.

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Concord Asset Management goes beyond simply providing institutional-quality investment management. We offer in-depth analysis, innovative investing strategies, and cutting-edge technology that allow you to focus on what’s important; your clients. CAM prides itself on providing a high-touch level of service and expertise to individual investors and financial professionals looking to be empowered and separate themselves from the herd.

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Meet Your Team

We are your dedicated team of seasoned professionals whose passion and obligation are to place your
best interest first—in every situation.

J. Wade Lopez, CFP®, MSFS

Founder, CEO

Justin Lopez, AIF®

Wealth Advisor

Jon Weatherly

Wealth Advisor

Todd M. Williams, CPA, CVA, ABI

Certified Public Accountant

Adam Waitkevich, CFP®, CDFA™, ADFA™, Certified QDRO Specialist™

Wealth Advisor

Daniel Thornton

Wealth Advisor

Becky Blevins, CFP®, CPWA®, MSFS

Wealth Advisor

Marissa Poissant, CFP®

Wealth Advisor

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Community mission

At Concord Custom Wealth Group, we are committed to teaching our youth to understand and cultivate the importance of wealth. How to build wealth, protect it, and pass it on to their own children.

We live and work near you.

Abingdon, VA

955 West Main Street
Abingdon, VA 24210
276-628-5910

Rockville, MD

11400 Rockville Pike,  Suite 500
RockvilleMD 20852
276-628-5910

Charlottesville, VA

126 Garrett Street, Suite B
Charlottesville, VA 22902
434-226-2651

Greater Boston, MA

One Kelley Square #208
Worcester, MA 01610
508-719-8510

Twin Cities, MN

600 Inwood Ave N, Suite 200
Oakdale, MN 55128
651-401-1670

Huntington, WV

218 13th Street
Huntington, WV 25701

304-697-7083

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