Investors
DEDICATED SUPPORT. MEANINGFUL RESULTS.
Achieving financial confidence requires more than just access to products — it takes the insight and guidance of experienced professionals. Whether planning for retirement, saving for education or navigating life’s major milestones, the right financial strategies can make a lasting difference.
Concorde was founded with a singular purpose: to empower financial professionals with the tools, technology and support they need to deliver tailored, high-impact solutions. Through our integrated platform and commitment to service excellence, we enable professionals to design thoughtful, creative strategies that align with their clients’ goals and evolving needs.
As a full-service financial firm, Concorde comprises a registered broker-dealer, an SEC-registered investment advisor and a comprehensive insurance agency. We provide the infrastructure and oversight financial professionals need to guide their clients in making informed decisions around investments, savings, retirement planning and legacy strategies.
THE ROLE OF A BROKER-DEALER
As a broker-dealer, Concorde facilitates the buying, selling and trading of securities and other investment products. We help connect financial professionals with carefully vetted opportunities that may not be widely available.
A trusted broker-dealer equips financial professionals with access to the products, platforms, tools, information and support necessary to serve their clients effectively and operate with confidence in a dynamic marketplace.
CHOOSING THE RIGHT PARTNER
Concorde was founded by entrepreneurs with deep experience as financial professionals, executives and board members — all united by a shared vision to elevate the standard of service and support available to independent advisors.
Today, the firm delivers comprehensive resources through three integrated business lines: Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. Our financial professionals benefit from access to advanced technology, operational infrastructure and responsive support — all designed to help them deliver informed, goal-driven solutions to their clients.
INDEPENDENCE WITH PURPOSE
Concorde’s platform was intentionally designed to give financial professionals the freedom to operate in their clients’ best interests. By removing constraints often imposed by banks, insurance companies or other affiliated institutions, we empower representatives to focus solely on delivering personalized, objective guidance.
Our independent model supports a culture of entrepreneurship, drawing professionals who value flexibility, innovation and high-touch service. At Concorde, financial professionals have the tools and autonomy to grow their practices while helping clients pursue their long-term financial goals with confidence.
The Concorde Difference
Download our brochure regarding Concorde’s unique approach to empowering financial professionals.
STRATEGIC WEALTH MANAGEMENT
Concorde Wealth Management is built to help financial professionals grow stronger, operate more efficiently and deliver elevated value to their clients. Through a comprehensive platform of advanced solutions, we help unlock growth potential and support firms in building tailored, results-oriented strategies. Our flexible, multi-custodian model ensures that professionals are not limited by a one-size-fits-all approach, offering the freedom to select from more than 500 investment strategies aligned with each client’s unique goals.
Institutional Strength. Customized Solutions. Unmatched Flexibility.
In today’s fast-moving markets, volatility can create challenges — but also opportunities. Concorde’s platform is designed to help financial professionals guide clients through periods of uncertainty with confidence. Backed by institutional-grade resources and a commitment to flexibility, we provide the tools to build resilient, goal-driven portfolios that support long-term financial success.