Client Links

Client Portal

Your client portal is where all of your account information and documents are stored. Accessible on any device!                   

Billing Portal

We use AdvicePay to help organize all electronic billing.  Click here for access to your invoice history, edit banking or credit card info, and initiate new subscriptions.

Cash Management

Maximize bank savings interest through our partnership with Max My Interest.           

Join a Meeting

Got a meeting scheduled that you need to access? Use the button below to head over to Zoom and get connected.

Concordia Wealth Planning looks at finances from a surprisingly simple perspective...yours.