A complete list of active advisors currently associated with Family Wealth Partners Concord, Inc

Warmer can help you find a great advisor at Family Wealth Partners Concord, Inc or one who fits your needs even better.

Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individual clients and businesses. The firm offers fee-based advice and refers clients who want managed asset programs to Matson Money, acting as a co-advisor when those programs are used. The adviser emphasizes asset allocation and a Free Market Portfolio approach, drawing on Fama & French three‑factor ideas and implementing strategies largely through asset‑class or structured funds (including Matson Money Free Market Funds). Family Wealth Partners Concord, Inc does not accept discretionary trading authority; recommendations require client approval and are documented in an Investment Policy Statement, with custodians providing client account statements. Distinctive aspects include that all reported advisory assets are managed on a non‑discretionary basis (approximately $39 million as of the brochure date) and the firm does not take custody or vote client proxies. The firm’s principals hold insurance and securities licenses and may recommend or sell life, disability, long‑term care insurance, fixed annuities and non‑traded REITs (which can generate commissions), and the firm also offers seminars and paid wealth‑coaching engagements.

To learn more about the advisors currently working at Family Wealth Partners Concord, Inc, 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.