The Concord Advisory Group's founding Partners, Scott Santin and Christopher Cahill, met while working at a broker-dealer, where they witnessed the inherent conflict of interest between the company's profit goals and their client's investment returns.
In 1988, they abandoned their security as employees at a large financial company to start The Concord Advisory Group, Ltd. The name “Concord” was selected because it means “agreement of interests.”
Their vision: to provide non-conflicted research on financial products and advice on structuring investment programs for maximum returns. They chose to focus on mid-sized institutions because they needed the most help. Concord opened its doors to a keen, receptive audience and over the years has cultivated a dedicated, like-minded team of experts.