Certified by Cadence Wealth Partners • Aug 16, 2026
Financial PlannerBusiness ConsultantFinancial ConsultantTax ConsultantFinancial PlanningInvestment Service
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.
Location
Certified by Cadence Wealth Partners • Aug 16, 2026
Certified by Cadence Wealth Partners • Aug 16, 2026
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
FridayClosed
SaturdayClosed
SundayClosed
Reviews
5.0
53 reviews
5 stars
53
4 stars0
3 stars0
2 stars0
1 star0
IO
Incorrigible One
Jul 21, 2026
5.0
We've been with Sean for about 7 years now. The service has been great. He always replies quickly when I have a question. The biannual meetings are super helpful to keep focused our financial goals.
NG
Nathan Garrison
Jul 3, 2026
5.0
I’ve known Sean for many years and moved with him when he started Cadence. He’s incredibly knowledgeable and provides the sound guidance needed. I’d recommend him for your financial and wealth management needs.
JG
Jobie Gardner
May 6, 2026
5.0
We are very grateful for the help and guidance we receive from Cadence. There team is professional, caring, and knowledgeable. I am glad to use Cadence for my personal small business as well as for our family planning and finances. We are grateful they make us feel like family and have our best interests in mind.
AJ
Anthony Johnson
May 2, 2026
5.0
I was in search of a new financial advisor and while researching I was referred by a close friend to Cadence Wealth Partners and they have been great! They helped me to gather all my finances in one place and gave me a better view of where I am financially! They are very accessible.
TR
Therese Reynolds
Apr 23, 2026
5.0
Having Nick and his team managing our finances and planning for retirement has been such a blessing!! They are professional, knowledgeable and communicative. Very hands-on and keep us in the loop throughout! They offer a range of services for different levels of financial and retirement planning, but what sets them apart from our previous financial planners is how they communicate with their clients. They not only manage our finances, they make us an active part in planning for our retirement, explaining the whys and whens of decisions, both ours and theirs. It has allowed us to develop a plan that works with our current lifestyle and ensuring we have the best possible outcome for retirement. The whole team is amazing, personable and proficient! We feel much more confident about our financial future since beginning with Nick and the team.
Brand Certified Facts from Cadence Wealth Partners
This information is certified by Cadence Wealth Partners and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: