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Concordia Wealth Management, LLC

Headquartered in CONCORD, MA

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Firm Information

Concordia Wealth Management, LLC is a registered investment advisor based in Concord, MA. The firm provides portfolio management for individuals and businesses, as well as financial planning services. Concordia manages approximately $170.4 million in assets for 123 clients.

Concordia Wealth Management, LLC

37 MAIN STREET

CONCORD, MA 01742

$170.43M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CONCORDIA WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

CHELMSFORD, MA

location

CONCORD, MA

Advisors at Concordia Wealth Management, LLC

View All 2 Advisors
Unclaimed
Robert Rodriguez

RA

CONCORD, MA

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James Patrick Daron

RA

CHELMSFORD, MA

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Disclosures

There are no public disclosures for Concordia Wealth Management, LLC.

Frequently Asked Questions (7)

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