About Concorde Financial Resources
<p>After moving its headquarters to Boca Raton in 2026, Concorde Financial Resources expanded its footprint in South Florida and the broader Southeast. The firm also has an office in Wilkesboro, North Carolina, giving it reach across both the Florida Atlantic coast and the North Carolina foothills.</p> <p>Concorde Financial Resources is a fully independent, fee-based financial planning and investment advisory firm. It is an SEC-registered investment advisor (CRD #117836) and works under a fiduciary standard.</p> <p>As of 2026, the firm reports $0.5B in assets under management. Concorde works with both individuals and institutions on financial planning and investment advisory needs, with a focus on long-term goals and portfolio strategy.</p> <p>For employers that prefer a co-fiduciary model, Concorde provides 3(21) investment advisory services as part of its retirement plan work.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Fee-based financial planning</li> <li>Investment management and portfolio guidance</li> <li>Advice for individuals and institutions</li> </ul>
Website: https://www.concordeplanning.com/node/211760
Office Locations
- Boca Raton, FL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $490.0M