A trusted resource at every stage of your financial life

 

one-stop solution for all of your financial needs. 

We are a partnership of Tax, Accounting, and Wealth Management experts working together to help you enjoy the rewards of your hard work.

Give us 15 minutes to understand your situation, and we will customize a plan for your specific needs. 

 

Book a 15-minute discovery call

 

 

Our new integrated services

We combine our offerings into a custom formula to achieve your goals. 
 

Watch our CEO explain in this short video

 
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 meet your unique needs with creative and customized solutions. 

 
Financial Planning

Investment Management & Cashflow Analysis.

 
Contribution & Benefit Plans

Strategic & Tax-efficient.

What Are Your Goals?

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

CWP

 

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

TWP

 

I am a Financial Advisor seeking innovative solutions for my clients.

CAM

 

How we help achieve your goals?

Concord Wealth Partners (CWP), Concord Asset Management (CAM), and Trainer, Wright & Paterno (TWP) are three client-centered firms who joined forces to deliver comprehensive financial solutions to clients with intricate financial demands. We have integrated our knowledge and expertise to provide comprehensive solutions to simplify our client's most complex financial scenarios.

Our process is simple, but thorough.

  1. We start by listening, working closely with you to help identify what you want, both financially and personally, today, and tomorrow. 
  2. Once we’ve helped you identify your goals, our dedicated team helps make sure you reach them. At every stage, we streamline the process; we take the complex or potentially challenging aspects of the financial management process and explain them in simple, clear terms so that you can make informed decisions. 
  3. Once you feel like our goal-setting process has covered everything you need, we work closely with you to agree on the ideal course of action.
  4. All our meetings are tailored to your individual preferences, which sets the stage for a goal-driven process and allows the peace of mind you deserve.

If you would like to discuss our process in more depth and the benefits of having a team of experts working for you under the same roof, we would be happy to speak with you.

 

Book a 15-minute discovery call

 

Each and every day, we show up for our clients. Whether that means answering a late-night phone call or being present in a time of unexpected crisis, we are there. From the day we first opened our doors in 2002, we have strived to become our client’s most valuable resource. Providing objective and unbiased advice to our clients is non-negotiable. We have chosen a fiduciary obligation to our clients to fulfill our mission as a firm and as a family.

Learn More about Concord Wealth Partners

We take 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. Ever 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.

Learn More about Trainer, Wright & Paterno

We go 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 offering a high-touch level of service and expertise to individual investors and financial professionals looking to be empowered and separate themselves from the herd.

Learn More about Concord Asset Management

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

Founder, CEO

Abingdon, Virginia
(276) 628-5910
(276) 623-1593
wade@concordwealthpartners.com

Justin Lopez

Partner

Abingdon, Virginia
(276) 628-5910
(276) 623-1593
justin@concordwealthpartners.com

Jon Weatherly

Partner

Abingdon, Virginia
(276) 628-5910
(276) 623-1593
jon@concordwealthpartners.com

Gail Maidenbaum, MBA

Partner

Rockville, Maryland
(301) 984-4461
(301) 984-4458
gail@concordwealthpartners.com

Daniel T. Thornton

Wealth Advisor

Charlottesville, Virginia
 434-226-2651
daniel@concordwealthpartners.com

Tyler Caveness

Wealth Advisor

Roanoke, Virginia
 (540) 613-8267
tyler@cavenessadvisory.com

Todd Williams

CPA, CVA, ABI

Huntington, West Virginia
(304) 697-7083
twilliams@twpcpa.com

Mitch York

CIO at CAM

Richmond, Virginia
(276) 628-5910
mitch@concordassetmgmt.com

What our clients are saying:

"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 quit my job and 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.

 

"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.

 

Book a 15-minute discovery call with one

of our experienced advisors.  

Community mission 

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

We live and work near you.

 

Abingdon Office

955 West Main Street, Abingdon, VA 24210

276-628-5910

800-838-4370

Fax: 276-623-1593

info@concordwealthpartners.com

 

 

 

Charlottesville Office

126 Garrett Street Suite A, Charlottesville, VA 22902

434-226-2651

Fax: 434-234-8182

 

 

Rockville Office

11400 Rockville Pike Suite 500, Rockville, MD 20852

301-984-4461

Fax: 301-984-4458

 

 

Huntington Office

218 13th Street,
Huntington, WV 25701
304-697-7083

 

 

Richmond Office

2400 Old Brick Rd - Suite 74
Glen Allen, VA 23060
276-628-5910

 

 

Roanoke Office

5604 Starkey Rd.
Roanoke, VA 24018 

540-613-8267