It’s never easy...
When it comes to family.

But we can set
everything straight.


"I was extremely pleased with the consultant provided. Peter brought the optimal mix of knowledge, accounting knowledge and real world experience. He asked the right probing questions and really listened to our answers to ensure that he was meeting our needs.”

-John and Mary Franklin (Albany, New York)

The Concordia Promise

We’ll help you understand where your money is invested, how your investments are performing, and how much it’s costing you. Plus, you’ll have access to expertise and insights that can help you reach your specific goals. It’s a collaborative approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life. .