Powell, OH Office
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Concordia Wealth Planning, LLC
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About
Concordia Wealth Planning, LLC (d/b/a Blüprint Investments) serves primarily individual clients — including high‑net‑worth households — and also provides retirement‑plan consulting, charitable and corporate client services. The firm offers a structured suite of wealth‑planning engagements (Basic, Advanced, Comprehensive) along with project‑based work and investment management available as either an add‑on to planning or as a standalone service.
The firm’s process centers on written Investment Policy Statements and a tiered planning program model; wealth planning is negotiated as a flat, contractual fee while investment management is charged separately under a tiered AUM schedule or through independent managers. Portfolios are managed using a blend of passive and active approaches, with options for ESG screens, direct indexing and tax‑aware overlays, and CWP also uses third‑party manager platforms and a cash‑aggregation service called Flourish Cash.
Noteworthy differences from many peers include documented relationships with other advisory platforms and independent managers (the brochure references engagement with external managers and related entities in principals’ histories), and the firm’s occasional provision of no‑cost educational seminars and workshops. The brochure also emphasizes a professional coordination service that coordinates and bills third‑party specialists on behalf of clients, a practice that is less common among similar firms.
Based on Concordia Wealth Planning, LLC
Expertise
Based on Concordia Wealth Planning, LLC
Demographic focus
Based on Concordia Wealth Planning, LLC
Location
Powell OH
Advisors at this office
3
Advisors at this office
Jordan A
CFP®, Series 65
Powell, OH
Concordia Wealth Planning, LLC
Jordan Acer is a CFP® with nine years of experience in financial advising. He is currently with Concordia Wealth Planning, LLC, where he has worked since 2022. Previously, he was with Nvest Wealth Strategies, Inc. and WealthStone Inc. Concordia Wealth Planning, LLC primarily serves individual and high-net-worth clients, offering a range of wealth-planning services along with investment management that blends passive and active strategies supported by written Investment Policy Statements.
Nathan P
Series 65
Powell, OH
Concordia Wealth Planning, LLC
Nathan Parkins is a financial advisor at Concordia Wealth Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including MoLei Financial, where he serves as President, and Cryptail Corp, a PetTech company where he is Chief Compliance Officer. Parkins also provides financial and technology consulting for small businesses and startups through FinCap Advisors LLC. Concordia Wealth Planning primarily serves individual clients, including high-net-worth households, and offers a range of wealth-planning services alongside investment management. The firm employs a structured planning model with written Investment Policy Statements and manages portfolios using both passive and active strategies, incorporating ESG options and third-party manager platforms.
Christian H
CFA®, Series 66
Powell, OH
Concordia Wealth Planning, LLC
Christian Hviid is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently an advisor at Concordia Wealth Planning, LLC, where he has worked since 2025. Prior to joining Concordia, he held roles at Fifth Third Private Bank and Wells Fargo Private Bank. Concordia Wealth Planning, LLC serves primarily individual and high-net-worth clients, offering a range of wealth-planning engagements alongside investment management services. The firm uses a structured planning process with written Investment Policy Statements and manages portfolios through a combination of passive and active strategies, including ESG options and tax-aware overlays.
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