We are excited to share that one of our advisors, Chris Vidler, CFP®, CIMA®, RICP®, CLU®, has been named to the 2024 Forbes Best-in-State Wealth Advisors List! This recognition is only possible because of the amazing work that our team does every day to support our clients on their mission to financial freedom! Thank you to all of our clients who continue to put their trust in us. #forbesbestinstate #financialplanning #wealthmanagement 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://lnkd.in/gFkaadz for more info. https://lnkd.in/ehsjCTZ8
Concentric Wealth Partners
Financial Services
Glen Allen, Virginia 695 followers
We exist to help you build, protect, and share your wealth while achieving your personal, financial, and legacy goals.
About us
We exist to help you build, protect, and share your wealth while achieving your personal, financial, and legacy goals. We share one central focus: YOU. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
- Website
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http://www.concentricwealthpartners.com
External link for Concentric Wealth Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Glen Allen, Virginia
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Financial Planning, Wealth Management, Retirement Planning, Investing, Insurance, Business Planning, Business Succession Planning, Estate Planning, Fiduciary Investment Management, and Fiduciary Financial Planning
Locations
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Primary
Get directions
4101 Cox Rd
Suite 175
Glen Allen, Virginia 23060, US
Employees at Concentric Wealth Partners
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Chris Vidler, CFP®, CIMA®, RICP®, CPFA®
Partner at Concentric Wealth Partners | Wealth Management Advisor, RJFS
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Eric Van Der Hyde, CFP®, RICP®, ChFC®, CLU®
Partner at Concentric Wealth Partners | Financial Advisor, RJFS
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Kendall Benner, CFP®
Financial Planning Associate at Concentric Wealth Partners
Updates
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Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths.
Dispelling Medicare misconceptions
raymondjames.com
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The path of least resistance has been higher for the S&P 500, with the index recording its sixth consecutive week of gains. Read more in the Weekly Market Guide.
Weekly Market Guide: October 23, 2024
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Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
AI and cybersecurity: Fighting fire with fire
raymondjames.com
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The S&P 500 was able to break out to new all-time highs- continuing the uptrend in place and leaving the path of least resistance higher. Positively, the advance is coming with broader participation beneath the surface. Read more in the Weekly Market Guide.
Weekly Market Guide: October 16, 2024
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Learn why your Nonprofit organization needs a good Financial Advisor.
Empowering Nonprofit Organizations: How Financial Advisors Make a Difference
concentricwealthpartners.com
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Wall of Worry Continues to Grow: The "wall of worry" for the market continues to grow. Yesterday, the market was spooked by dock closures on the East Coast and geopolitical escalations in the Middle East. Read more in the Weekly Market Guide.
Weekly Market Guide: October 2, 2024
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The S&P 500 was able to break out to new highs over the past week- continuing the uptrend in place and keeping the path of least resistance higher. Read more in the Weekly Market Guide.
Weekly Market Guide: September 25, 2024
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"Once you reach a certain level of wealth, the conversation shifts." Explore the distinct opportunity municipal bonds offer high-net-worth investors.
Wealth and taxes: The potential benefits of municipal bond investing
raymondjames.com