Updated:
Concord Wealth Partners
Concord Wealth Partners is an Atlanta-based RIA and multi-family office led by CEO John P. Evans, serving high-net-worth families and institutions.
Concord Wealth Partners
Concord Wealth Partners was co-founded by John P. Evans and Michael B. Kiley, with Evans serving as CEO and Kiley as President. The firm operates as an SEC-registered investment advisor, catering primarily to affluent families and institutional clients who require centralized wealth management across multiple asset classes. Its Atlanta headquarters coordinates services for clients across the Southeastern United States. The firm's investment approach blends traditional asset allocation — including equities, fixed income, and alternative investments — with customized financial planning for estate, tax, and retirement needs. Concord Wealth Partners does not operate as a venture or direct-deal shop; it focuses on manager selection and portfolio construction through third-party vehicles. Client portfolios typically include mutual funds, ETFs, and separately managed accounts. Team size and total assets under management remain undisclosed publicly. The firm maintains a professional staff of advisors and support personnel in Atlanta, with no satellite offices confirmed. No philanthropic vehicles or operating arms are publicly associated with Concord Wealth Partners. Concord Wealth Partners' structural differentiator is its fee-only, fiduciary model combined with a multi-family office service layer. Clients gain access to institutional-grade investment research and financial planning without the minimums typically required by single-family offices. The firm avoids proprietary products or commissions, aligning compensation with client outcomes.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
John P. Evans
CEO
Michael B. Kiley
President
Sector focus
Frequently asked questions
Who runs investment decisions at Concord Wealth Partners?
CEO John P. Evans and President Michael B. Kiley oversee investment strategy at Concord Wealth Partners. Day-to-day portfolio management is handled by the firm's advisory team, which selects and monitors third-party managers across asset classes.
How does Concord Wealth Partners source proprietary deal flow?
Concord Wealth Partners does not pursue direct or proprietary deal flow. As a fee-only RIA, it constructs client portfolios using publicly available investment vehicles including mutual funds, ETFs, and separately managed accounts from established asset managers.
Is Concord Wealth Partners structured as a single family office or does it operate more like a wealth management firm?
Concord Wealth Partners operates as a multi-family office and registered investment advisor, serving multiple unrelated families and institutions. This contrasts with single-family offices that serve one family's capital.
What investment stages does Concord Wealth Partners typically target?
The firm does not target specific investment stages like venture or growth capital. Its investment process focuses on traditional asset allocation across public equities, fixed income, and alternative investments, with no direct private equity or venture capital exposure.
Where does the underlying wealth come from?
Concord Wealth Partners does not disclose the specific sources of its clients' wealth. Clients are typically high-net-worth individuals, families, and institutions located primarily in the Southeastern United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: