Concord Financial Planner

MB Wealth Advisors proudly serves clients in Concord, NC with personalized, strategic financial planning services. Located nearby in Huntersville, our firm is a convenient and trusted option for individuals and families seeking financial clarity and long-term stability. Whether you live near Concord Mills, downtown, or any surrounding area, our office is just a short drive away, and we offer both in-person and virtual consultations to fit your needs.

We’re not a one-size-fits-all advisory firm. At MB Wealth Advisors, every client relationship begins with a conversation—about your goals, your concerns, and your financial future.

What We Do for Concord Clients

We believe financial planning should be proactive, collaborative, and always aligned with your life goals. Our approach for Concord clients focuses on understanding where you are today and where you want to go. We help you define your financial objectives, identify any gaps, and develop a realistic, customized plan to move forward.

We work with a wide range of clients in Concord, including young professionals starting out, growing families juggling priorities, business owners preparing for expansion or succession, and retirees seeking to protect what they’ve built. Our planning process is built around education, clarity, and action.

Services We Offer in Concord

• Wealth Management
• Retirement Planning
• Estate Planning
• Financial Planning Services
• 401(k) and 403(b) Rollovers
• Traditional, Roth, and SEP IRAs
• Stocks, Bonds & Mutual Funds Advice
• College Planning (529s / Education IRAs)
• Life Insurance Consulting
• Risk Management Strategies
• Annuities
• Disability Insurance
• Long-Term Care Planning

Financial Planning for Concord Residents

Concord is one of the fastest-growing cities in North Carolina, offering a mix of suburban comfort, local business growth, and proximity to Charlotte’s economic activity. With new housing developments, schools, and amenities, it’s a great place for young families and established professionals alike to settle and thrive.

A young couple near Afton Ridge may want help prioritizing student loan repayment and homeownership goals. A small business owner in downtown Concord might need help setting up a retirement plan for employees. A retired couple in Christenbury could benefit from income planning and estate strategies. Whatever the situation, MB Wealth Advisors offers personalized strategies that work for Concord residents.

Why Concord Residents Choose MB Wealth Advisors

We’re not here to sell products—we’re here to help you make the most of what you have and where you want to go. Our Concord clients appreciate our straightforward communication, local presence, and consistent service. You’ll have direct access to our experienced advisors and ongoing support for all your planning needs.

Our office is just a short drive from Concord, making in-person meetings convenient when needed. We also offer virtual planning for added flexibility. When you work with MB Wealth Advisors, you’ll always know who’s managing your plan and how it’s evolving.

Driving Directions to Our Office from Concord

Let’s Talk

If you’re ready to take control of your financial future, MB Wealth Advisors is here to help. Call (704) 584-9363 to schedule a consultation. We welcome Concord residents looking for a trusted, experienced financial planning team.