At Concord Wealth Partners, business and family planning share a table

For a business owner, plans for the company and plans for the family often overlap. That is a central part of the work at Concord Wealth Partners, where founder and CEO J. Wade Lopez brings experience as an entrepreneur, adviser and small-business owner to the firm’s Abingdon practice.

Concord opened its doors in 2002. Lopez’s career spans more than four decades, and his professional background includes the Certified Financial Planner designation and a master’s degree in financial services. His work focuses on business owners, executives, entrepreneurs and families thinking across generations.

The team has family connections of its own. Sheila Lopez serves as director of marketing, and their children Justin Lopez and Carrie Reeves are members of the advisory team. That shared history is part of the firm’s identity, alongside its broader professional staff.

Concord’s services address financial planning, retirement, investment management and business planning. For an owner considering an eventual transition, the questions can involve both the enterprise and what comes afterward. The firm works with those interconnected priorities rather than treating business and personal planning as unrelated matters.

The organization also coordinates with affiliated professionals. Investment advisory services are provided through Concord Wealth Partners, while tax and accounting services are offered through the separate affiliated firm Trainer, Wright & Paterno. That distinction matters when understanding who performs each part of the work.

Outside client relationships, Concord’s community involvement includes the Bobby Lee Hurd Jr. Memorial Golf Classic, benefiting the Boys & Girls Clubs of the Mountain Empire. The event gives the team a recurring way to support young people in the region.

Concord Wealth Partners’ Abingdon office is at 955 West Main Street. Contact Wade Lopez at 276-628-5910 or wade@concordwealthpartners.com.