Concordia Wealth Planning, LLC

Overview

Concordia Wealth Planning, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm provides fee-based wealth management across both percentage-of-AUM and fixed-fee arrangements and acts as a capital allocator, placing client capital with outside managers when appropriate. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars/workshops. The firm identifies itself as an active ESG investor and makes use of third-party managers for alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices