Concord is known for independent thinkers. We fit right in.

Call us innovators, disrupters..or leaders. When we declared our independence from Wall Street back in 1991 on a “fee-only” relationship model, the idea was to change the conversation from what’s good for investment firms to what’s best for clients.

We continued our “disruptive” thinking as early adopters of client-focused investment strategies such as endowment-style asset allocation, indexing, and Personal CFO —an innovative relationship model that puts us on the same side of the table with clients who seek advice on managing their overall net worth.   

We joined with like-minded advisers to reform the way company 401(k) plans are managed, helping employees dramatically reduce their costs, rationalize their investment choices, and improve their retirement planning outcomes. 

While we have helped move the conversation for investors and the advisory field, we continue to differentiate ourselves by doing things for the right reasons in the first place. The economy and markets will change. Whatever tomorrow brings, we will continue the path of independent thinking that leads our clients to financial and personal freedom.