“Quality is not an act, it is a habit.”
– Aristotle

Our Commitment

We don’t invest for you—we partner with you. We’ll always make sure to respect your vision and invest aligned with your goals. ​

 

From day one, you’ll understand the what, where, when, why, and how of your investments. Forget convoluted acronyms and jargon—we tell you what the plan is in simple English. ​

 

We always invest according to your values, because we know conscientious investments could make a positive difference in this world. That’s why we work long hours—we want to drive for excellence, both for you and the world. We’re here to take the journey with you ,every step of the way.

Yes, You Can Relax Now.
You’ve worked hard for long enough.
iStock-987809042-72_edited.jpg

Managing Partner

Ephie Coumanakos is the Founder and Managing Partner of Concord Financial Group. She strives to provide each of her clients with optimized, tailor-made financial solutions. Her expertise spans from retirement and pre-retirement planning to asset preservation, wealth management, and estate planning. 

A frequent public speaker, Ephie often hosts financial workshops to educate the public on “long-termism” and wealth preservation strategies for uncertain times. 

Ephie graduated from The University of Pennsylvania’s Wharton School twice, earning both a Bachelor of Science in Economics and a Master of Science in Engineering (Management of Technology).

Form ADV Part B

Letter From The Founder

I set out to build a truly client-centric financial firm.  

 

Early in my career, I saw too much of the same—financial firms that peddled opaque, one-sided advice, disconnected from the investor’s life and vision. 

 

The true value of a financial advisor is to deliver meaningful, personalized, sophisticated advice across all disciplines. When I built my financial practice, my mission was to counsel the person, not the portfolio.

 

We sympathize and empathize with our clients, walking them through the most appropriate investment strategy based on their age and financial status. We explain market fluctuations and earnestly discuss how their investments should be shifted for long-term planning and why. Technology and algorithms can’t connect the way we do.

 

Financial independence doesn’t have a shortcut. We educate our clients on financial principles and invest for the right reasons.  We don’t focus on what the markets are doing today, tomorrow, or next week—we tune out the noise and focus on research-driven strategies that deliver in the long-term.

 

When we invest, we do it deliberately and according to our clients’ values. Investors want to make a difference. We integrate sustainability and consciousness analysis to portfolio construction, uniting their values with their money.

Supporting you now and into the future,

Ephie Coumanakos

Founder and Managing Partner

shutterstock_1352620880.jpg

Counsel the person, not the portfolio.

– Ephie Coumanakos

Let's Plan Your Future.
Concord_2ndNavi-10.png
Concord_2ndNavi-11.png
Concord_2ndNavi-09.png
Concord_2ndNavi-12.png
1711 WOODLAWN AVENUE, WILMINGTON, DE 19806
302.478.4707  |  ephie@concordfinancialgroup.com

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website. This brochure supplement (Form ADV Part 2B) provides information about Ephimia Coumanakos that supplements the National Asset Management, Inc. brochure. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. We currently have individuals licensed to offer securities in the states of Delaware, Pennsylvania, New Jersey, Virginia, Florida, Rhode Island, Massachusetts, Ohio, Illinois and California. This is not an offer to sell securities in any other state or jurisdiction. Investing involves risk including loss of principal. Concord Financial Group, LLC is not affiliated with National Securities or any of its affiliates. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.

© 2020 Concord Financial Group. All rights reserved. Check the background of this investment professional on FINRA's BrokerCheck.