Advisors at this firm
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.
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.
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.
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.
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.