# Concord Wealth Partners

Concord Wealth Partners is a Multi Family Office based in Abingdon, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Abingdon, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** concordwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/lopez-wealth-management-group

## Regulatory record

- **CRD number:** 118643
- **SEC file number:** 801-79249
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118643

## About

Concord Wealth Partners was established in 2002 in Abingdon, Virginia, positioning itself as an independent advisory firm serving a client base that includes individuals, high-net-worth families, corporations, and charitable organizations. The firm's founding coincided with a period of growing demand for fiduciary-driven wealth management outside major financial centers, with the practice building its book through financial planning and discretionary portfolio management for clients concentrated in the Mid-Atlantic region. The firm's service model spans financial planning, investment management, and retirement-income strategy. Its investment approach draws on modern portfolio theory, constructing diversified allocations across equities, fixed income, and alternative assets tailored to individual client risk profiles. The practice manages assets on a discretionary basis, operating under a fee-based advisory structure rather than commission-driven sales, which aligns its incentives with long-term client outcomes. Concord Wealth Partners advises a cross-section of clients including corporate executives, business owners, and charitable entities. The firm's presence in Abingdon places it in a market with limited competition from national wirehouses, allowing it to serve as the primary wealth advisor for families with concentrated regional ties. Its team structure reflects the scale of a boutique practice, with advisory professionals handling client relationships directly rather than through a layered institutional hierarchy. As a regional registered investment advisor, Concord Wealth Partners occupies a structural niche distinct from both national aggregators and solo practitioners — it offers the continuity and multi-advisor resources of an institutional firm while maintaining the client intimacy of a local practice. This architecture has become increasingly relevant as consolidation among RIAs accelerates, leaving independent firms like Concord as anchor points for clients who prioritize direct advisor relationships over platform scale.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management

## People

- John P. Evans — CEO
- Michael B. Kiley — President

## 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.

### 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.

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Last updated: 2026-07-06T01:24:14.474Z

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