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Cadence Wealth Partners

5.0
(53 reviews)

Business Details

845 Church St N, CONCORD, NC
28025, United States
(704) 467-8502
https://cadencewealthpartners.com/

About

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

Cadence Wealth Partners
845 Church St N, CONCORD, NC
28025, United States

Hours

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 stars
0
3 stars
0
2 stars
0
1 star
0
  • 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

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Certified August 16, 2026Yext Knowledge Graph
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