Concord Wealth Partners

09/02/2026

Sept. 14–17 • Carnegie Hotel • Johnson City

08/28/2026

🚨 The right partnership doesn't just grow your business… it expands what's possible for your clients.

Since joining Concord Wealth Partners, Daniel Thornton has gained access to the tools, expertise, and collaborative support needed to tackle more complex planning opportunities, from sophisticated tax strategies to sustainable retirement income planning.

Today, those additional resources allow him to deliver even greater value while continuing to grow his practice and his team.

At Concord Wealth Partners, we take pride in equipping advisors with advanced planning resources, experienced professionals, and ongoing support so they can confidently serve clients at the highest level.

▶️ Learn how partnering with Concord can elevate both your practice and client experience:

https://loom.ly/HtQShNA

08/26/2026

🏁 Great night at Newport Speedway! The Concord Wealth Partners team had a blast cheering on Derek Thorn in the Sucker Punch car.

🤩 The highlight? Kevin Harvick himself came over to visit with the group!

08/25/2026

Rising bond yields and oil prices pushed stocks lower last week as inflation worries returned to global markets.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-august-24-2026/

08/24/2026

💡 What happens when your firm truly supports you instead of simply expecting results?

Daniel Thornton says joining Concord Wealth Partners changed the way he runs his business.

From preparing paperwork before the transition even began, to spending days in his office helping move clients seamlessly, the Concord team stood beside him every step of the way. More than five years later, that same level of support continues today.

Now Daniel's focus is exactly where he wants it:

"Are we making our clients' lives better every day?"

At Concord Wealth Partners, we believe advisors should spend more time serving clients… not worrying about operations, transitions, or going it alone. That's why we're committed to providing the people, technology, and ongoing support advisors need to flourish.

▶️ Discover how Concord Wealth Partners helps advisors grow with confidence: https://loom.ly/HtQShNA

08/19/2026

⛳ What a day at the 13th Annual Bobby Hurd Golf Classic at Glenrochie Country Club in Abingdon!

☀️ We couldn't have asked for better weather. Sunshine, a great turnout, and sponsors on every hole made this year's event better than we imagined.

🤝 Best of all, it was a wonderful chance to connect with our clients on a more personal level, all while supporting a great cause. Every dollar raised goes to the Boys & Girls Club of the Mountain Empire.

08/18/2026

Ancient Chinese merchants split cargo across ships; if one sank, most survived. The same logic shapes how a portfolio manages risk. See how diversification works: https://concordwealthpartners.com/a-look-at-diversification/

Diversification helps manage investment risk by spreading assets across and within stocks, bonds, and cash. Learn how the strategy works and its limits.

08/17/2026

Inflation eased last month, yet consumer spending slipped, a mixed signal for markets. Our latest insight unpacks the week's moves and what they may mean for investors.
https://concordassetmgmt.com/insight/weekly-market-insights-monday-august-17-2026/

Cooling July inflation lifted the S&P 500 to a third straight weekly gain, though soft retail sales left major indexes mixed for the week.

08/17/2026

💡 What happens when your firm truly supports you instead of simply expecting results?

Daniel Thornton says joining Concord Wealth Partners changed the way he runs his business.

From preparing paperwork before the transition even began to spending days in his office helping move clients seamlessly, the Concord team stood beside him every step of the way. More than five years later, that same level of support continues today.

Now Daniel's focus is exactly where he wants it:

"Are we making our clients' lives better every day?"

At Concord Wealth Partners, we believe advisors should spend more time serving clients…not worrying about operations, transitions, or going it alone. That's why we're committed to providing the people, technology, and ongoing support advisors need to flourish.

▶️ Ready to experience what true partnership looks like? Give us a call and discover how Concord Wealth Partners helps advisors grow with confidence: https://loom.ly/HtQShNA

08/15/2026

👥 Clients often see the advisor.

🔎 They don't always see the talented people working behind the scenes.

✔️ Marketing professionals.
✔️ Operations specialists.
✔️ Client service teams.
✔️ Leadership.
✔️ Technology experts.

💼 A strong support system allows advisors to spend more time where they're needed most, building relationships and delivering meaningful advice.

⭐ Great client experiences are always a team effort.