CONCORD WEALTH PARTNERS
SEC RegisteredAbout the firm
Caveness Wealth Advisory, LLC (dba of Concord Wealth Partners) is an independent wealth planning firm led by Tyler D. Caveness, CFP®, providing tailored wealth planning to individuals and families across the nation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored wealth planning services including financial planning, retirement income planning, 401(k) rollovers, benefits analysis, college savings (529s), estate planning, insurance review, business succession and exit planning, and guidance through life transitions such as career changes, expanding families, divorce, business sale, and loss of a loved one.
Who they serve
Individuals and families, typically with $300k+ in annual household income or $1MM+ in investable assets, including those preparing for retirement, corporate leaders, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 974 | $324M |
| High Net Worth Individuals | 258 | $691M |
| Charitable Organizations | 17 | $32M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 9 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONCORD WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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