TRUE PARTNERSHIP

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WHY US?

We're a long-term strategic partner with the capabilities and resources to execute a sustainable RIA growth plan.

 

A FULL MACHINE

Besides operational support, our team brings together subject matter expertise in practice acquisition, deal structure and execution, institutional asset management development, and a robust marketing strategy.

Our Machine
 

OUR ENGAGEMENT PROCESS

We bring an unparalleled degree of accountability and integrity to our partnerships. 

Discovery

Evaluate your goals and situation.

Due Diligence

Align goals with feasibility.

Partnership

We become your long-term equity partner.

Plan Architecture

Design a custom plan with milestones.

Execution

Implement organic & inorganic strategies.

Growth

We scale, expand and grow your business.

BOOK A DISCOVERY CALL

 

THE TEAM

In order to drive growth, you need a proper balance between a reliable process, creative solutions, and a solid team. 

 

MEET THE TEAM

 

OUR TRACK RECORD

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Jon Weatherly
CCO - Concord Wealth Partners
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Mitch York
CIO - Concord Asset Management
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Todd Williams
Trainer, Wright & Paterno
 

THE RIA OF THE FUTURE IS BUILT TODAY.