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Concordia is a boutique, fee-only financial planning and wealth management firm with a mission to provide personalized, comprehensive wealth planning services with the highest quality of service, integrity and professionalism to individuals and businesses who value a holistic approach.
Concordia’s guiding pillars that are woven into the whole of who we are. Each of these distinct foundations enable our team to provide clients with the most aligned, individualized wealth management services possible:
Concordia’s Signature Priorities ProcessHow do we help clients find financial peace of mind? By deeply understanding their personal values, goals and aspirations—the fundamental purpose that will inform our wealth management strategy.
1. Uncover the reasoning behind your financial goals so that you can find satisfaction with a financial planning process,
2. Have in-depth conversations about what good financial standing means to you, your family and your future,
3. Be a partner, a guide, and an educator so that you’re well informed and confident in your decisions, and
4. Continually tie all financial planning and guidance back to your unique goals and priorities, and make adjustments as your priorities change over time.
Our individualized approach keeps it simple, aligning your priorities along the way.
Fully Transparent, Flat Fee PricingA flat, recurring fee is calculated based on the complexity of each client’s case, using Household Income and a Liquidity Ratio as the deciding metrics.
Try our Fee Calculator to get a quick estimate!
You’ll never have any hidden fees, which allows Concordia to reflect our desire to be as much of a fiduciary for our clients as possible. We even arrange a meeting after the first year to review past work, reassess the fee, and mutually choose how to move forward.
Broad Network of Financial SpecialistsIn conjunction with the XY Planning Network, Concordia leverages a team of professionals in different areas of expertise including education and college planning, government pension systems, social security maximization, fringe benefit reviews, and many more.
This allows us to obtain expertly informed guidance in niche planning areas, ensuring our clients are receiving the most prudent advice at no additional cost to them.
Coordination With Your Existing Professional NetworkWe take it upon ourselves to work closely with our client’s existing financial professionals (or assign relevant professionals if necessary) to ensure experts in areas of tax, insurance, estate and more are aligned with our wealth planning strategy.
While many other wealth management firms provide advice to clients in these areas without coordination, we believe it is essential to gain a mutual consensus among the whole team of professionals in order for clients to feel fully confident in all financial decisions.
Our discovery process gives us a unique opportunity to get to know you—your core value system, goals, and purpose—so that we can create financial plans that extend beyond the bounds of an algorithm.
We use a significant amount of technology to help us remain connected with clients throughout the process, including scheduling, chat, and client information access—all of which you can access via computer or an app.
Tour our mock client portal to see what your Concordia account will look like!
Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like minded professionals who travelled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners.
After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families and businesses throughout the United States and Puerto Rico achieve their financial goals.
Andy maintains the professional credentials of the Certified Financial Planner™ and a Masters in Business Administration. He enjoys travelling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategy for clients, travelling, or worshipping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and kids, Luke and Liliana.
Fun Fact: Andy once had a guitar jam session with Jimmy Buffet.
Jordan, a graduate of THE Ohio State University, joined the financial services and planning industry in 2012 after short stints with a campus ministry, a Fortune 100 financial services firm and the Social Security Administration. Before coming to Concordia Wealth Planning, he served as the Director of Financial Planning and a member of the leadership committee at one of the top five largest independent wealth management firms in Columbus.
Jordan maintains the professional credentials of Certified Financial Planner™ and Certified Investment Management Analyst®. He is passionate about any aspect of his job that relates to meeting and serving people. He enjoys travelling, learning about other cultures, and making and maintaining friendships all over this beautiful planet. Jordan and his wife Jessica live with their seven children in Delaware and are active members of their church. When the weather cooperates, their family enjoys exploring the metro parks and nature preserves around Central Ohio.
Fun Fact: Jordan won a talent show in 6th grade for juggling while reciting Shakespeare.
The Concordia team maintains memberships in multiple planning and investment related groups across the USA that provides an instant “team” of professional specialists in different areas of financial planning, all available to assist Concordia in the development of your Comprehensive Wealth Planning.
Your planning should adjust accordingly to address those changes! Our process takes this into account.