#United States #Ann Arbor #financial advisors #Concorde Investment #KOA Financial

Concorde Investment Services Enhances Its Offerings with KOA Financial Group

In a significant move to boost its capabilities, Concorde Investment Services has brought KOA Financial Group into its fold. This partnership aims to strengthen the services offered to financial advisors across the nation, particularly focusing on high-net-worth individuals and business owners.

A New Era for Concorde Investment Services

Concorde Investment Services, well-known as an independent broker-dealer and investment advisor, empowers financial advisors throughout the United States. With the addition of KOA Financial Group, a firm based in Las Vegas, Concorde takes a bold step towards offering more tailored solutions, particularly in the realm of tax-efficient investment strategies.

Danielle Delongchamp, the CEO of Concorde, emphasized the importance of assisting clients amid an increasingly complex financial landscape. "Clients rely on their advisors to guide them through the intricacies of taxes, income generation, and long-term planning. At Concorde, our mission is to equip advisors with the necessary tools to tackle these challenges effectively," she stated.

The Unique Approach of KOA Financial Group

Founded in 2025 by Aaron Oborn and Mark Kasminoff, CPA, J.D., KOA Financial Group specializes in integrating tax planning with disciplined investment management. This unique approach aims to preserve and enhance wealth for its clients. KOA stands out by delivering personalized financial strategies that are designed to maximize earnings while being fully compliant with regulatory standards.

Aaron Oborn, one of the co-founders, noted the firm’s mission is aligned closely with that of Concorde. He remarked, "KOA was established to serve business owners and high-net-worth individuals effectively by merging investment management with tax efficiency. Partnering with Concorde allows us to leverage their strong compliance framework, regulatory expertise, and advisor-centric platform, which significantly enhances our offerings."

Oborn's background brings over ten years of experience in retirement planning, asset management, and commercial real estate, with a sharp focus on tax minimization strategies tailored to professionals and business owners. Alongside him, Mark Kasminoff contributes more than 25 years of accounting and tax advisory experience, specializing in strategic tax planning and tax mitigation.

Concorde’s Commitment to the Financial Advisory Community

Concorde Investment Services is dedicated to providing a robust ecosystem composed of investment solutions, advisory services, and insurance products, all aimed at supporting financial advisors and their clients in meeting their long-term financial objectives. The firm operates with a personalized touch, ensuring that every advisor and client receives a high standard of service tailored to their unique aspirations.

The parent company, Concorde Holdings, Inc., is headquartered in Michigan and oversees various subsidiaries dealing with financial services, thereby reaching clients nationwide. With its strong focus on fostering meaningful partnerships and encouraging purposeful progress, Concorde continues to be a pioneer in the financial services sector.

With the integration of KOA Financial Group, Concorde not only expands its service capabilities but also reinforces its commitment to excellence and innovation within the industry. This collaboration is poised to benefit many seeking sophisticated and strategic financial advice.