The firm, which was founded 19 years ago, serves clients in Virginia, Maryland, the District of Columbia and part of Tennessee.

Concord Wealth Partners, an RIA based in Virginia, has launched a new suite for individuals, families and business owners.

Called Concord Custom Wealth Group, the offering is partners with three firms in the Concord stable: Concord Wealth Partners, Concord Asset Management, and Trainer, Wright & Paterno.

CWP offers advanced wealth planning, CAM offers institutional-quality investment management, and TWP offers advanced tax strategy and business advisory services.

Concord decided to forge the partnership because clients wanted a way to hold wealth planning, investment management, and tax services under one roof.

The group was founded in Abingdon, Virginia. It serves clients in that state, as well as Maryland, the District of Columbia, and Northeast Tennessee. As of May 2021, it oversaw more than $450 million in assets.