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Cadence Wealth Partners

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Financial Planner in Concord

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845 Church St N Ste 205 Concord NC, 28025

(704) 467-8502

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General Description

Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We also serve military families and veterans with specialized financial guidance. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor. Rated 5/5 with 29 reviews on Wealthtender.

Business Hours

Sundayclosed
Monday09:00 AM05:00 PM
Tuesday09:00 AM05:00 PM
Wednesday09:00 AM05:00 PM
Thursday09:00 AM05:00 PM
Fridayclosed
Saturdayclosed

Location & Map


Cadence Wealth Partners
845 Church St N Ste 205
Concord, NC 28025
(704) 467-8502
Driving Directions
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(704) 467-8502

Cadence Wealth Partners

845 Church St N Suite 205 Concord NC
Financial Planner
Call (704) 467-8502
(704) 721-4720

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