Our History

Concord Financial Group is affiliated with the Key Advisors Group with offices in Pennsylvania, Maryland and Delaware.  Key Advisors Group is a full service financial service organization, comprised of more than 60 licensed insurance, securities* and financial specialists.  In Delaware the group maintains four locations in Wilmington, Christiana, Dover and Lewes.

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.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Concord Financial Group and Key Advisors Group are independent of Equity Services, Inc.