Concordia Wealth Planning, LLC

Overview

Concordia Wealth Planning, LLC is an independent registered investment adviser that combines fee-based portfolio management with financial planning and adviser-selection services. The firm positions itself as a capital allocator, working with both individual and family clients as well as institutional relationships. Its advisory activities include ongoing portfolio management for individuals and small businesses, pension consulting, financial planning, and running educational seminars and workshops — suggesting a client-facing practice that blends discretionary investment management with planning and educational outreach. Investment preferences tilt toward managed public funds and third-party managers rather than sole reliance on in-house single-stock strategies. The firm reports a notable use of mutual funds as the primary public vehicle, while also allocating to a mix of alternative strategies (venture capital, private placements, real estate and digital currency) alongside traditional instruments such as annuities and mutual funds. The filing indicates Concordia is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices