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 698 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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Do you have investment properties you're thinking about selling? Learn about three tax-efficient strategies before you put them on the market:
Tax-efficient strategies for investment properties
raymondjames.com
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The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan.
Aligning wealth with purpose this holiday season
raymondjames.com
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The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficiary, it could affect your wealth and wealth transfer plans:
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
raymondjames.com
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The S&P 500 moved sideways in recent weeks, but with lots of rotation and movement beneath the surface. Importantly, the last two weeks of December are typically positive- and with many stocks short-term oversold, favorable seasonality likely carries us into year-end. Read more.
Weekly Market Guide: December 18, 2024
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The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan.
Aligning wealth with purpose this holiday season
raymondjames.com
-
The S&P 500 has maintained its climb at highs, and positive seasonality raises the odds of a good market into year-end. Read more in the Weekly Market Guide.
Weekly Market Guide: December 11, 2024
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The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficiary, it could affect your wealth and wealth transfer plans:
The 10-year rule for retirement accounts: How new guidelines could impact your IRA beneficiaries
raymondjames.com