Concordia Wealth Planning, LLC logo

Concordia Wealth Planning, LLC

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Client assets under management

$43,627,988

Clients

80

19% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

16

Very Low

Average account size

$545,350

About

Concordia Wealth Planning, LLC serves individual and high-net-worth clients as well as retirement plans, charitable organizations, and businesses with a mix of wealth planning and investment management services. The firm offers three Wealth Planning Programs (Basic, Advanced, and Comprehensive) delivered as one-time engagements or ongoing engagements, and provides investment management, retirement plan consulting, and project-based or professional coordination services as add-ons.

Concordia structures client portfolios around a written Investment Policy Statement and typically manages advisory accounts on a discretionary basis within agreed-upon allocation bands, with rebalancing and ongoing monitoring. Its investment approach blends passive and active strategies, may include direct indexing and ESG options when requested, and relies on outside managers and separately managed account programs for specialized sleeves of client portfolios.

What distinguishes Concordia from many peers is its formal relationship with unaffiliated investment-adviser resources: the brochure documents a working arrangement with an independent manager platform (Taiko) to review and monitor third‑party managers. The firm also offers a cash-aggregation service (Flourish Cash) and a professional coordination service that integrates and bills third‑party specialists through the firm, and it occasionally provides no‑cost educational seminars and workshops to clients and prospects.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Founder/Business Owner Retired

Demographic focus

Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Fee options

Fixed

Flat, annual contractual fees for Wealth Planning Programs, negotiated per client; fixed fees for project-based services, negotiable.

Percentage

$0 - $250,000: 1.50% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $20,000,000: 0.30% $20,000,000+: 0.10%

Other

Minimum fee: Flat, annual contractual fee negotiated based on Modified Net Worth, Income, and Administrable Assets; no specific dollar minimum stated. Fee-only: Flat, contractual fees for Wealth Planning Programs negotiated individually; project-based fees are fixed and negotiable.

Main office location

Concordia Wealth Planning, LLC

Powell OH, United States

Number of offices

4

Most active in

Georgia · Ohio · Puerto Rico · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jedidiah K

PFS™

Powell, OH

Concordia Wealth Planning, LLC

Jedidiah Kinderknecht is a financial advisor at Concordia Wealth Planning, LLC with three years of industry experience. He holds the PFS™ designation and is also the owner and president of A CPA Inc., a tax preparation and planning firm. Concordia Wealth Planning, LLC provides comprehensive financial planning and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a structured planning process and utilizes outside portfolio managers and sub-advisors as part of its investment approach.

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar

Jordan A

CFP®, Series 65

Powell, OH

Concordia Wealth Planning, LLC

Jordan Acer is a CFP® professional with eight years of industry experience, currently serving at Concordia Wealth Planning, LLC since 2022. Prior to joining Concordia, he worked at Nvest Wealth Strategies, Inc. and WealthStone Inc. His credentials include the Series 65 license. Concordia Wealth Planning, LLC provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, and retirement plan sponsors. The firm uses a structured Priorities™ Process and Preparedness™ scoring to align recommendations with client goals and employs outside portfolio managers alongside discretionary management and professional coordination with other advisors.

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar

Nathan P

Series 65

Powell, OH

Concordia Wealth Planning, LLC

Nathan Parkins is a financial advisor with Concordia Wealth Planning, LLC, holding a Series 65 credential and six years of industry experience. He is also President and Chief Compliance Officer of MoLei Financial, a financial planning and 401(k) management firm, and leads FinCap Advisors LLC, providing financial and technology consulting for small businesses and startups. Additionally, Parkins serves as Chief Compliance Officer of Cryptail Corp, a PetTech company focused on technology development and business operations. Concordia Wealth Planning, LLC offers comprehensive financial planning and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a structured planning process with tiered Wealth Planning Programs and utilizes outside portfolio managers and sub-advisors to implement client investment strategies.

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Andy S

CFP®

Powell, OH

Concordia Wealth Planning, LLC

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 traveled 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 traveling, 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 strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.

Liquidity event planning Business ownership considerations Executive Founder/Business Owner Doctor or Medical Professional Gen X (Born 1965-1980)
user avatar

Christian H

CFA®, Series 66

Powell, OH

Concordia Wealth Planning, LLC

Christian Hviid is a CFA® charterholder with 13 years of experience in the financial services industry. He currently serves as an advisor at Concordia Wealth Planning, LLC, joining the firm in 2025. His prior experience includes roles at Fifth Third Private Bank and Wells Fargo Private Bank. Concordia Wealth Planning, LLC provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a structured planning process and relies on outside portfolio managers and sub-advisors to deliver tailored investment solutions.

General retirement planning General tax planning Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Retired Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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