We’ve redefined wealth planning by creating customized solutions rooted in your unique core values.

The result? Financial harmony.

Four Foundations

Concordia thrives on four distinct differentiators, the foundation that enables our team to provide clients with the most aligned, individualized wealth management services possible.

A more purposeful way to think about money.

Do you value philanthropy and dream of giving more to a cause or community close to your heart?

Are you family-focused, hoping to ensure that the well being of your loved ones remains at the forefront of financial decisions?

Do you dream of a comfortable retirement with your partner and the ability to travel and see the world?

Our goal extends beyond just wealth planning—we take the time to understand where you are and where you’d like to be, and create a customized plan to get you there.

You don’t need to be extraordinarily wealthy to benefit from wealth planning services!

We welcome anyone who wants to proactively plan for their future, navigate a life transition, or stay up to date with their current financial landscape.

SAGE Tuition Rewards

With SAGE Tuition Rewards, students will earn guaranteed minimum scholarships at over 455 participating private colleges and universities across America! The scholarships can equal up to one full year’s tuition!

Each Tuition Rewards Point is equal to $1.00 in tuition discounts if the student attends a participating college or university. The accumulated points represent the minimum scholarship (grant or other institutional discount) that the student will receive.

35,000 Tuition Rewards Points represent a guaranteed minimum $35,000 scholarship at our member colleges. Your loved-one may receive more, but is guaranteed not to receive less!

Tuition Reward Points accrue like frequent flyer miles and are earned by based on investments implemented with Concordia Wealth Planning. What makes Tuition Rewards even more unique is that you don’t have to use the investment earning Reward Points to pay for college! How you pay for college is your choice.


* SAGE Tuition Rewards is available for clients who wish to have Concordia implement investment advice through the Investment Management add-on