Our History

Concord Financial Group is affiliated with the Key Advisors Group with offices in Lewes and Dover, Delaware. 

Concord Financial Group specializes in assisting retirees, individuals approaching retirement and businesses planning for a sound financial future.  Through the establishment - and implementation - of pre-retirement, retirement, financial, and estate planning strategies, our group helps clients protect their families and businesses, reduce their tax liability, and pursue their investment* goals and objectives. 

Our team is driven solely by the planning process - not by selling financial products.  Our priority is helping clients obtain their personal, business and financial objectives.    Our investment philosophy is shaped by the principles of Modern Portfolio Theory.  This academically-based approach provides for a better understanding of how markets work and is the foundation for a host of portfolio management solutions, customized to address the individual needs and aspirations of our clients.