Founded by Jim Concannon, Concannon Wealth Management, LLC is a registered investment advisor (RIA) that operates on a fee-only basis, acting as a fiduciary for its clients. The firm is committed to providing objective and personalized financial advice, focusing on building long-term relationships. Their services encompass comprehensive financial planning, investment management, retirement planning, and estate planning, designed to help clients achieve their financial goals with confidence and clarity.

Founded in

United States