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Focus Wealth PlanningFinancial advisor in Concord, NC

Focus Wealth Planning is a financial advisor at 3630 Poplar Tent Rd Ste C, Concord, NC 28027, ranked #11 of 188 financial advisors in Concord and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Concord, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 652-0947Website ↗

Key facts

Key facts about Focus Wealth Planning
Address3630 Poplar Tent Rd Ste C, Concord, NC 28027Get directions
Phone(704) 652-0947
Websitefwpnow.com
HoursMonday to Friday: 9 AM – 4:30 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Concord and 11 towns within 25 miles: Kannapolis, Harrisburg, Huntersville, Davidson, Cornelius, Mooresville, Mint Hill, Charlotte, Salisbury, Matthews and Stallings.

Based in Concord, NCView on map

Opening hours

Opening hours for Focus Wealth Planning
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Focus Wealth Planning

How is Focus Wealth Planning ranked in Concord?

Focus Wealth Planning is ranked #11 of 188 financial advisors in Concord by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Focus Wealth Planning’s hours?

Focus Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Focus Wealth Planning serve?

Serves Concord and 11 towns within 25 miles: Kannapolis, Harrisburg, Huntersville, Davidson, Cornelius, Mooresville, Mint Hill, Charlotte, Salisbury, Matthews and Stallings. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Focus Wealth Planning?

Focus Wealth Planning has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Focus Wealth Planning?

Call Focus Wealth Planning on (704) 652-0947. The business is at 3630 Poplar Tent Rd Ste C, Concord, NC 28027. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Focus Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Focus Wealth Planning (this business)—685.0 (14)NoNo
Totem Wealth Management & Financial Advisors#9695.0 (111)NoNo17.6 mi
Homeowners Financial Group#10695.0 (15)NoNo3.1 mi
Edward Jones - Financial Advisor: Marshall Ward#12685.0 (11)NoNo1.9 mi

See all 188 ranked financial advisors in Concord