concordwealthpartners.com
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urlscan Pro
2a06:98c1:3121::3
Public Scan
Submitted URL: http://concordwealthpartners.com/
Effective URL: https://concordwealthpartners.com/
Submission: On January 01 via api from US — Scanned from NL
Effective URL: https://concordwealthpartners.com/
Submission: On January 01 via api from US — Scanned from NL
Form analysis 4 forms found in the DOM
GET https://concordwealthpartners.com/
<form class="search-form search-header" action="https://concordwealthpartners.com/" method="get">
<div class="input-group">
<label for="exampleDataList" class="form-label">Search</label>
<input name="s" id="search" type="text" class="form-control search-input" value="">
<button class="btn-light btn" type="submit" id="button-addon2"><i class="fa fa-search" aria-hidden="true"></i></button>
</div>
</form>POST /#gf_1
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_1" id="gform_1" action="/#gf_1" class="recaptcha-v3-initialized">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6LdYXGMiAAAAAFBMEbcgB4c3aX2zR65Ww4l7GWt9" data-tabindex="0"><input id="input_cd00638f3390ae35f984c721a3434f94" class="gfield_recaptcha_response" type="hidden"
name="input_cd00638f3390ae35f984c721a3434f94" value=""></div>
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}">
<div class="gform_body gform-body">
<div id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_1_1" class="gfield gfield--width-half input-required gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_1"><label class="gfield_label"
for="input_1_1">First Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_1" id="input_1_1" type="text" value="" class="large" placeholder="First Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_1_2" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_2"><label class="gfield_label" for="input_1_2">Last
Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_2" id="input_1_2" type="text" value="" class="large" placeholder="Last Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_1_3" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_3"><label class="gfield_label"
for="input_1_3">Company<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_1_3" type="text" value="" class="large" placeholder="Company *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_1_4" class="gfield gfield--width-half hide-label gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_4"><label class="gfield_label"
for="input_1_4">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_4" id="input_1_4" type="text" value="" class="large" placeholder="Email *" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_1_5" class="gfield gfield--width-half hide-label gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_5"><label class="gfield_label"
for="input_1_5">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_5" id="input_1_5" type="text" value="" class="large" placeholder="Phone Number *" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_1_6" class="gfield hide-label gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_6"><label class="gfield_label" for="input_1_6">City<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_6" id="input_1_6" type="text" value="" class="large" placeholder="City *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_1_7" class="gfield gfield--width-full hide-label gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_7"><label class="gfield_label"
for="input_1_7">State<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_1_7" type="text" value="" class="large" placeholder="State *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_1_8" class="gfield gfield--width-full field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_1_8"><label class="gfield_label" for="input_1_8">CAPTCHA</label>
<div id="input_1_8" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Lc8mnciAAAAAB1ZUJL7PNNQsTs7eDV2QtxoCd7W" data-theme="light" data-tabindex="-1" data-size="invisible" data-badge="bottomright">
<div class="grecaptcha-badge" data-style="none" style="width: 256px; height: 60px; position: fixed; visibility: hidden;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Lc8mnciAAAAAB1ZUJL7PNNQsTs7eDV2QtxoCd7W&co=aHR0cHM6Ly9jb25jb3Jkd2VhbHRocGFydG5lcnMuY29tOjQ0Mw..&hl=en&v=5qcenVbrhOy8zihcc2aHOWD4&theme=light&size=invisible&badge=bottomright&cb=aafw4or3vim8"
width="256" height="60" role="presentation" name="a-27fj3txyfh6g" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div>
</div>
</div>
<div id="field_1_9" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_1_9"><label class="gfield_label" for="input_1_9">Email</label>
<div class="ginput_container"><input name="input_9" id="input_1_9" type="text" value=""></div>
<div class="gfield_description" id="gfield_description_1_9">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_1" class="gform_button button" value="Get Started" onclick="if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; jQuery("#gform_1").trigger("submit",[true]); }"> <input type="hidden" name="gform_ajax"
value="form_id=1&title=&description=&tabindex=0">
<input type="hidden" class="gform_hidden" name="is_submit_1" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="1">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsImVjOWIyY2NkNDVlNzA1NjgzZmViOWQ5OGUxMjEyY2I4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>POST /
<form method="post" enctype="multipart/form-data" id="gform_6" class="download-partnership-overview recaptcha-v3-initialized" action="/">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6LdYXGMiAAAAAFBMEbcgB4c3aX2zR65Ww4l7GWt9" data-tabindex="0"><input id="input_20e83e33877d793f7993387d5bcc502e" class="gfield_recaptcha_response" type="hidden"
name="input_20e83e33877d793f7993387d5bcc502e" value=""></div>
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":true,"openpopup_id":2196}">
<div class="gform_body gform-body">
<div id="gform_fields_6" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_6_1" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_1"><label class="gfield_label" for="input_6_1">First
Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_1" id="input_6_1" type="text" value="" class="large" placeholder="First Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_6_2" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_2"><label class="gfield_label" for="input_6_2">Last
Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_2" id="input_6_2" type="text" value="" class="large" placeholder="Last Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_6_3" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_3"><label class="gfield_label"
for="input_6_3">Company<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_6_3" type="text" value="" class="large" placeholder="Company *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_6_4" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_4"><label class="gfield_label" for="input_6_4">Email<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_4" id="input_6_4" type="text" value="" class="large" placeholder="Email *" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_6_5" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_5"><label class="gfield_label" for="input_6_5">Phone
Number<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_5" id="input_6_5" type="text" value="" class="large" placeholder="Phone Number *" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_6_6" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_6"><label class="gfield_label" for="input_6_6">City<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_6" id="input_6_6" type="text" value="" class="large" placeholder="City *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_6_7" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_7"><label class="gfield_label" for="input_6_7">State<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_6_7" type="text" value="" class="large" placeholder="State *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_6_9" class="gfield gfield--width-full field_sublabel_below field_description_below gfield_visibility_hidden" data-js-reload="field_6_9">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label" for="input_6_9">Website *</label>
<div class="ginput_container ginput_container_text"><input name="input_9" id="input_6_9" type="text" value="" class="large" aria-invalid="false"> </div>
</div>
<div id="field_6_8" class="gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_6_8"><label class="gfield_label" for="input_6_8">Leave Us a Message</label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_8" id="input_6_8" class="textarea small" placeholder="Leave us a message" aria-invalid="false" rows="10" cols="50"></textarea></div>
</div>
<div id="field_6_10" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_10"><label class="gfield_label" for="input_6_10">Phone</label>
<div class="ginput_container"><input name="input_10" id="input_6_10" type="text" value=""></div>
<div class="gfield_description" id="gfield_description_6_10">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_6" class="gform_button button" value="Download Partnership Overview"
onclick="if(window["gf_submitting_6"]){return false;} window["gf_submitting_6"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_6"]){return false;} window["gf_submitting_6"]=true; jQuery("#gform_6").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_6" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="6">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_6" value="WyJbXSIsImVjOWIyY2NkNDVlNzA1NjgzZmViOWQ5OGUxMjEyY2I4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_6" id="gform_target_page_number_6" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_6" id="gform_source_page_number_6" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
<input type="hidden" name="pum_form_popup_id" value="2256">
</form>POST /
<form method="post" enctype="multipart/form-data" id="gform_3" action="/" class="recaptcha-v3-initialized">
<div class="gf_invisible ginput_recaptchav3" data-sitekey="6LdYXGMiAAAAAFBMEbcgB4c3aX2zR65Ww4l7GWt9" data-tabindex="0"><input id="input_caf731380c5ac593521ecdbabc01632a" class="gfield_recaptcha_response" type="hidden"
name="input_caf731380c5ac593521ecdbabc01632a" value=""></div>
<input type="hidden" class="gforms-pum" value="{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}">
<div class="gform_body gform-body">
<div id="gform_fields_3" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_3_1" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_1"><label class="gfield_label" for="input_3_1">First
Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_1" id="input_3_1" type="text" value="" class="large" placeholder="First Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_2" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_2"><label class="gfield_label" for="input_3_2">Last
Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_2" id="input_3_2" type="text" value="" class="large" placeholder="Last Name *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_3" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_3"><label class="gfield_label"
for="input_3_3">Company<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_3_3" type="text" value="" class="large" placeholder="Company *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_4" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_4"><label class="gfield_label" for="input_3_4">Email
Address<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_4" id="input_3_4" type="text" value="" class="large" placeholder="Email *" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_3_5" class="gfield gfield--width-half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_5"><label class="gfield_label" for="input_3_5">Phone
Number<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_5" id="input_3_5" type="text" value="" class="large" placeholder="Phone *" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_3_6" class="gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_6"><label class="gfield_label" for="input_3_6">City<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_6" id="input_3_6" type="text" value="" class="large" placeholder="City *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_7" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_7"><label class="gfield_label" for="input_3_7">State<span
class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_3_7" type="text" value="" class="large" placeholder="State *" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_3_8" class="gfield gfield--width-full field_sublabel_below field_description_below hidden_label gfield_visibility_visible" data-js-reload="field_3_8"><label class="gfield_label" for="input_3_8">CAPTCHA</label>
<div id="input_3_8" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Lc8mnciAAAAAB1ZUJL7PNNQsTs7eDV2QtxoCd7W" data-theme="light" data-tabindex="-1" data-size="invisible" data-badge="bottomright">
<div class="grecaptcha-badge" data-style="none" style="width: 256px; height: 60px; position: fixed; visibility: hidden;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Lc8mnciAAAAAB1ZUJL7PNNQsTs7eDV2QtxoCd7W&co=aHR0cHM6Ly9jb25jb3Jkd2VhbHRocGFydG5lcnMuY29tOjQ0Mw..&hl=en&v=5qcenVbrhOy8zihcc2aHOWD4&theme=light&size=invisible&badge=bottomright&cb=95jw5pgffg8y"
width="256" height="60" role="presentation" name="a-mk3ugvpf4spu" frameborder="0" scrolling="no" sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></div><textarea id="g-recaptcha-response-1" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div>
</div>
<div id="field_3_9" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_3_9"><label class="gfield_label" for="input_3_9">Email</label>
<div class="ginput_container"><input name="input_9" id="input_3_9" type="text" value=""></div>
<div class="gfield_description" id="gfield_description_3_9">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_3" class="gform_button button" value="Book A Discovery Call"
onclick="if(window["gf_submitting_3"]){return false;} window["gf_submitting_3"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_3"]){return false;} window["gf_submitting_3"]=true; jQuery("#gform_3").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_3" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="3">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_3" value="WyJbXSIsImVjOWIyY2NkNDVlNzA1NjgzZmViOWQ5OGUxMjEyY2I4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_3" id="gform_target_page_number_3" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_3" id="gform_source_page_number_3" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
<input type="hidden" name="pum_form_popup_id" value="2252">
</form>Text Content
Search 800-838-4370 For Advisors Client Login Concord Asset Management 800-838-4370 For Advisors Client Login Team Access * Home * Services * FINANCIAL PLANNING * Estate Planning * RETIREMENT PLANNING * Tax & Accounting * Investment Management * Business Planning * Custom Wealth * About * Why Concord? * Testimonials * Custom Wealth * B.E.S.T.™ PROCESS * Our People * Team & Locations * Insights * Contact COMPREHENSIVE FINANCIAL PLANNING WE HELP BUILD, GROW AND PROTECT YOUR WEALTH AT EVERY STAGE OF YOUR FINANCIAL LIFE. Get Started Watch Video HOW WE HELP OUR CLIENTS AT CONCORD, YOUR GOALS ARE OUR GOALS. OUR ADVISORS CREATE A CUSTOM PLAN TO FIT YOUR FINANCIAL OBJECTIVES, WHETHER YOU'RE JUST STARTING OUT, PLANNING FOR RETIREMENT, OR ARE WELL INTO YOUR SENIOR YEARS. BUILD OUR WEALTH We are just starting out. We want to be debt-free and ensure our young family is well-positioned for prosperity. GROW OUR WEALTH We want our money to work for us, not the other way around. PROTECT OUR WEALTH Ensure we don't run out of money so that we can enjoy the fruits of our hard work. PREPARE OUR LEGACY We want to ensure our family is left with the income they deserve. Give us 15 minutes to understand your situation and we’ll connect you with the right advisor, who will create a comprehensive financial plan to help reach your goals. SCHEDULE A COMPLIMENTARY DISCOVERY SESSION Book Now Previous B.E.S.T.™ PROCESS BUILDING, GROWING, AND PROTECTING YOUR WEALTH BEGINS WITH CONCORD’S B.E.S.T.™ ONBOARDING PROCESS, WHICH HELPS US CREATE A GOAL-DRIVEN STRATEGY FOR EVERY STAGE OF YOUR FINANCIAL LIFE. Learn More ABOUT US EACH AND EVERYDAY, WE SHOW UP FOR OUR CLIENTS. WHEN YOU CHOOSE TO BECOME A CONCORD WEALTH PARTNERS CLIENT, EXPECT TO BE TREATED LIKE FAMILY. TO US, THERE IS NO GREATER HONOR THAN BEING ENTRUSTED WITH YOUR HARD-EARNED MONEY. Learn More B.E.S.T.™ PROCESS BUILDING, GROWING, AND PROTECTING YOUR WEALTH BEGINS WITH CONCORD’S B.E.S.T.™ ONBOARDING PROCESS, WHICH HELPS US CREATE A GOAL-DRIVEN STRATEGY FOR EVERY STAGE OF YOUR FINANCIAL LIFE. Learn More ABOUT US EACH AND EVERYDAY, WE SHOW UP FOR OUR CLIENTS. WHEN YOU CHOOSE TO BECOME A CONCORD WEALTH PARTNERS CLIENT, EXPECT TO BE TREATED LIKE FAMILY. TO US, THERE IS NO GREATER HONOR THAN BEING ENTRUSTED WITH YOUR HARD-EARNED MONEY. Learn More B.E.S.T.™ PROCESS BUILDING, GROWING, AND PROTECTING YOUR WEALTH BEGINS WITH CONCORD’S B.E.S.T.™ ONBOARDING PROCESS, WHICH HELPS US CREATE A GOAL-DRIVEN STRATEGY FOR EVERY STAGE OF YOUR FINANCIAL LIFE. Learn More Next WHAT WE DO OUR COMPREHENSIVE FINANCIAL SERVICES HELP HIGH-NET-WORTH INDIVIDUALS AND BUSINESS OWNERS DISCOVER THEIR WEALTH’S TRUE POTENTIAL THROUGH EFFECTIVE STRATEGIES TO SIMPLIFY COMPLEX SCENARIOS AND ACHIEVE THEIR GOALS. FINANCIAL PLANNING Our advisors will create a unique “financial life plan” considering your current situation and goals. ESTATE PLANNING Our team focuses on tax strategies to make the most out of your estate while keeping you well informed every step of the way. RETIREMENT PLANNING We help you get started as soon as possible by keeping it simple. TAX & ACCOUNTING Our team puts together advanced accounting and tax strategies to help optimize your savings and investments. INVESTMENT MANAGEMENT Our innovative in-house asset management will work with your advisor to build an investment model that matches your goals and values. BUSINESS PLANNING Our advisors provide growth-minded business owners with tax strategies and the proper structure to build and grow their dream company. CUSTOM WEALTH BUILDING Our Custom Wealth Group creates advanced tax and accounting strategies combined with enhanced planning and innovative asset management for the most complex financial scenarios. WE LIVE AND WORK NEAR YOU Our financial advisors work with clients across the United States thanks to our many different office locations and technologies that allow us to meet with you wherever you are. We have a team of wealth advisors, tax strategists, accountants and investment professionals waiting to hear from you and help guide you through your journey towards building, growing and protecting your wealth. Connect with a member of our team below. Address: 955 West Main St. Abingdon, VA 24210 Phone: (276) 628-5910 Meet The Team ABINGDON, VA Address: 11400 Rockville Pike Suite 500 Rockville, MD 20852 Phone: (301) 984-4461 Meet The Team ROCKVILLE, MD Address: 26 Garrett St Suite A Charlottesville, VA 22902 Phone: (434) 226-2651 Meet The Team CHARLOTTESVILLE, VA Address: One Kelley Square #208 Worcester, MA 01610 Phone: (508) 719-8510 Meet The Team GREATER BOSTON, MA Address: 9490 Compass Pointe Road Woodbury, MN 55129 Phone: (651) 401-1670 Meet The Team TWIN CITIES, MN Address: 5309 Commonwealth Centre Parkway Suite 109 Midlothian , VA 23112 Phone: (276) 628-5910 Meet The Team RICHMOND, VA Address: 218 13th St. Huntington, WV 25701 Phone: (304) 697-7083 Meet The Team HUNTINGTON, WV TESTIMONIALS Previous C.R. NEIGHBORGALL, IV PRESIDENT, NEIGHBORGALL CONSTRUCTION CO. “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 h... PAT MCDONALD RETIRED REAL ESTATE AGENT “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 w... MARJORIE ADAM OWNER OF MARJORIE ADAM TEAM “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 qui... KEPHANY POWELL TASTING ROOM MANAGER “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.” TODD A. GOODSON GOODSONS’ SUPERMARKETS INC. “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 fu... C.R. NEIGHBORGALL, IV PRESIDENT, NEIGHBORGALL CONSTRUCTION CO. “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 h... PAT MCDONALD RETIRED REAL ESTATE AGENT “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 w... MARJORIE ADAM OWNER OF MARJORIE ADAM TEAM “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 qui... KEPHANY POWELL TASTING ROOM MANAGER “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.” TODD A. GOODSON GOODSONS’ SUPERMARKETS INC. “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 fu... C.R. NEIGHBORGALL, IV PRESIDENT, NEIGHBORGALL CONSTRUCTION CO. “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 h... PAT MCDONALD RETIRED REAL ESTATE AGENT “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 w... Next The testimonials presented are from current clients, written by the clients, and were solicited by Concord Custom Wealth Group for presentation on this document. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance, may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of IA Firm by any of its clients. More Testimonials INSIGHTS IN OUR MISSION TO BE YOUR MOST TRUSTED RESOURCE, PLEASE ENJOY OUR CATALOG OF ORIGINAL INSIGHTS WRITTEN BY OUR OWN ADVISORS. "AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST" BENJAMIN FRANKLIN Business Succession Planning - Part I Tax-Loss Harvesting 3 Reasons to Gift Soon and Potentially Avoid Higher Taxes All Insights GROW, BUILD AND PROTECT YOUR WEALTH. Give us 15 minutes to understand your situation and we’ll connect you with the right advisor who will create a comprehensive financial plan to help you reach your goals. First Name(Required) Last Name(Required) Company(Required) Email Address(Required) Phone Number(Required) City(Required) State(Required) CAPTCHA Email This field is for validation purposes and should be left unchanged. 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, Rockville, MD 20852 (301) 984-4461 CHARLOTTESVILLE, VA 26 Garrett Street Suite A, Charlottesville, VA 22902 (434) 226-2651 GREATER BOSTON, MA One Kelley Square #208, Worcester, MA 01610 (508) 719-8510 TWIN CITIES, MN 9490 Compass Pointe Road Woodbury, MN 55129 (651) 401-1670 RICHMOND, VA 5309 Commonwealth Centre Parkway, Suite 109, Midlothian, VA 23112 (276) 628-5910 HUNTINGTON, WV 218 13th Street Huntington, WV 25701 (304) 697-7083 SERVICES * Financial Planning * Estate Planning * Retirement Planning * Tax & Accounting * Investment Management * Entrepreneurial Business Planning * Custom Wealth Building ABOUT * Why Concord ? * Testimonials * Custom Wealth * B.E.S.T.™ Process * Our People TEAM & LOCATIONS * Abingdon, VA * Rockville, MD * Charlottesville, VA * Greater Boston * Twin Cities, MN * Huntington, WV PARTNERSHIPS * Partner With Us * Concord Asset Management * Trainer, Wright & Paterno * Edge Partners™ RESOURCES * Risk Survey * ADV Part 2A CONTACT * Contact an Advisor Check the background of your financial professional on FINRA’s BrokerCheck. Concord Wealth Partners, LLC (“CWP”) and Concord Asset Management, LLC (“CAM”) are investment advisers registered with the Securities and Exchange Commission (SEC). Both firms are affiliated with Trainer, Wright & Paterno (“TWP”) through common ownership. Concord Wealth Partners and Concord Asset Management provide investment advisory services and may provide such services to TWP clients. Concord Wealth Partners and Concord Asset Management do not provide tax or accounting services. TWP is not involved in providing investment advice on behalf of CWP or CAM, nor does TWP hold itself out as providing advisory services on behalf of CWP or CAM. No client of TWP is under any obligation to use the services of CWP or CAM. CWP shall not receive any portion of the fees charged by TWP, referral, or otherwise. It is anticipated that TWP professionals, solely incidental to their respective practices as CPAs of TWP, shall recommend CWP’s, or CAM’s, services to certain of its clients. More information about Concord Wealth Partners, Concord Asset Management, and their relationship with TWP can be found at Concord Custom Wealth Group. Respective Services Offered: Investment advisory services are offered through Concord Wealth Partners, LLC (CWP) to individuals and small business owners. Asset management services are offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals. Tax and accounting services are offered through Trainer, Wright & Paterno (TWP) to individuals and small business owners. All of Trainer, Wright & Paterno’s CPAs and accountants are members of the American Institute of Certified Public Accountants. Socially Responsible Investing involves the incorporation of Environmental, Social, and Governance considerations into the investment due diligence process (“ESG”). There are potential limitations associated with allocating a portion of an investment portfolio in ESG securities (i.e., securities that have a mandate to avoid, when possible, investments in such products as alcohol, tobacco, firearms, oil drilling, gambling, etc.). The number of these securities may be limited when compared to those that do not maintain such a mandate. ESG securities could underperform broad market indices. Investors must accept these limitations, including the potential for underperformance. Correspondingly, the number of ESG mutual funds and exchange-traded funds are few when compared to those that do not maintain such a mandate. As with any type of investment (including any investment and/or investment strategies recommended and/or undertaken by Ironwood), there can be no assurance that investment in ESG securities or funds will be profitable or prove successful. 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