A complete list of active advisors currently associated with Concordia Wealth Planning, LLC

Warmer can help you find a great advisor at Concordia Wealth Planning, LLC or one who fits your needs even better.

Concordia Wealth Planning, LLC serves individual and high-net-worth clients as well as retirement plans, charitable organizations, and businesses with a mix of wealth planning and investment management services. The firm offers three Wealth Planning Programs (Basic, Advanced, and Comprehensive) delivered as one-time engagements or ongoing engagements, and provides investment management, retirement plan consulting, and project-based or professional coordination services as add-ons. Concordia structures client portfolios around a written Investment Policy Statement and typically manages advisory accounts on a discretionary basis within agreed-upon allocation bands, with rebalancing and ongoing monitoring. Its investment approach blends passive and active strategies, may include direct indexing and ESG options when requested, and relies on outside managers and separately managed account programs for specialized sleeves of client portfolios. What distinguishes Concordia from many peers is its formal relationship with unaffiliated investment-adviser resources: the brochure documents a working arrangement with an independent manager platform (Taiko) to review and monitor third‑party managers. The firm also offers a cash-aggregation service (Flourish Cash) and a professional coordination service that integrates and bills third‑party specialists through the firm, and it occasionally provides no‑cost educational seminars and workshops to clients and prospects.

To learn more about the advisors currently working at Concordia Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.