#United States #Boca Raton #financial advisors #Concorde Investment Services

Concorde Investment Services Relocates Headquarters

Concorde Investment Services, a prominent independent broker-dealer and registered investment advisor, has announced an exciting move to Boca Raton, Florida. The firm will officially relocate its corporate headquarters from Ann Arbor, Michigan, to this bustling financial hub in the fall of 2026. This strategic move is planned in response to the firm’s continued growth and the evolving needs of its client base.

The new headquarters, which will span 9,000 square feet, is located at 301 Yamato Road. This relocation is seen as a pivotal moment for Concorde, as it will not only enhance their operational capabilities but also place them in the heart of South Florida's vibrant financial landscape.

Danielle Delongchamp, president and CEO of Concorde, shared insights into the decision-making process: “Michigan was exactly where we needed to be when we founded this firm. It shaped who we are and laid the foundation for our growth.” She emphasized that as Concorde’s national footprint has expanded, Boca Raton represents the perfect location for their next chapter.

“South Florida's dynamic financial community, connectivity, and pro-business environment align perfectly with our long-term vision. We are genuinely energized by the momentum behind us and remain optimistic about what we are building for the future.”

In recent years, Florida has gained prominence as a key market for wealth management and broker-dealer operations. The state’s favorable tax environment, the burgeoning population of high-net-worth clients, and the expanding financial services community have attracted numerous firms to the region. Notably, Boca Raton has consistently shown growth in firm relocations and advisor headcount, highlighting the financial sector's expanding recognition of the area’s potential.

Boca Raton's Mayor, Scott Singer, expressed enthusiasm about welcoming Concorde to the community. “We are excited to add another corporate headquarters to our city and proud to welcome Concorde Investment Services to our innovative business climate, which boasts a talented workforce, low taxes, and an exceptional quality of life.” This sentiment is echoed by Kelly Smallridge, president and CEO of the Business Development Board of Palm Beach County, who pointed out that South Florida is establishing itself as a prominent hub for financial services and corporate headquarters.

With more than 250 financial firms already making the move to Palm Beach County, Concorde is set to join a thriving community characterized by its welcoming business climate and deep pool of skilled financial talent. Smallridge added, “Firms are choosing this market because of our unparalleled quality of life that helps recruit and retain top professionals.”

About Concorde Investment Services

Concorde Investment Services is a well-respected full-service broker-dealer and SEC-registered investment advisor committed to supporting financial professionals along with their clients across the nation. The firm prides itself on delivering an integrated solution ecosystem that encompasses investment, advisory, and insurance services designed to meet and exceed the financial goals of its clients.

Founded by driven entrepreneurs, Concorde is a firm consisting of like-minded professionals dedicated to upholding its shared values of passion, purpose, and excellence. The firm’s personalized approach ensures that both financial advisors and clients receive tailored experiences that cater to their specific needs and aspirations. Furthermore, Concorde’s integrated broker-dealer and wealth management platforms are engineered to unlock potential, thereby offering customized support and innovative resources.

Concorde Holdings, Inc. oversees Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency, collectively serving clients throughout all 50 states with a steadfast focus on long-term partnerships and purposeful progress. For more information about Concorde, visit concordeis.com.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services provided by Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Insurance products are offered through Concorde Insurance Agency, Inc. (CIA).