Concord Wealth Partners

Concord Wealth Partners (CRD# 118643) is a financial advisory firm headquartered in Abingdon, VA. They manage $279,602,981 in 1,566 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    1,566
    ACCOUNTS
  • Average Account Value
    $178,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Concord Wealth Partners
Showing 1 - 8 of 8 top financial advisors.
1
Rebecca S. Newton
CRD#: 4614726
11400 Rockville Pike, Suite 500, Rockville, MD 20852
96
Wealthminder
score

Rebecca Newton (CRD# 4614726) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 12 years of experience in the finance industry. Rebecca Newton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gail Maidenbaum
CRD#: 1882772
11400 Rockville Pike, Suite 500, Rockville, MD 20852
93
Wealthminder
score

Gail Maidenbaum (CRD# 1882772) is an Investment Advisor Representative working at Concord Wealth Partners in Rockville, MD and has over 29 years of experience in the finance industry.

3
Jane J. Mao
CRD#: 4986396
955 West Main Street, Abingdon, VA 24210
93
Wealthminder
score

Jane Mao (CRD# 4986396) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 5 years of experience in the finance industry.

4
Jonathan R. Weatherly
CRD#: 4811385
955 West Main Street, Abingdon, VA 24210
93
Wealthminder
score

Jonathan Weatherly (CRD# 4811385) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 13 years of experience in the finance industry.

5
Jonathan W. Lopez
CRD#: 1534582
955 West Main St., Abingdon, VA 24210
91
Wealthminder
score

Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 31 years of experience in the finance industry. Jonathan Lopez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Justin W. Lopez
CRD#: 6082374
955 West Main Street, Abingdon, VA 24210
89
Wealthminder
score

Justin Lopez (CRD# 6082374) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 2 years of experience in the finance industry.

7
Tyler D. Caveness
CRD#: 6709664
955 West Main Street, Abingdon, VA 24210
88
Wealthminder
score

Tyler Caveness (CRD# 6709664) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has 1 year of experience in the finance industry.

8
Jon M. Dabareiner
CRD#: 1893076
40 Village Springs Drive, Suite 22, Hardy, VA 24101
38
Wealthminder
score

Jon Dabareiner (CRD# 1893076) is an Investment Advisor Representative working at Concord Wealth Partners in Hardy, VA and has over 29 years of experience in the finance industry.

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