Skip to Content
A young female professional in a modern office smiles at her fellow coworkers during a meeting.

Our Story

Welcome to Concourse Financial Group. Your all-in-one destination for holistic insurance and financial planning support.*
We’re committed to your goals.
The only road worth taking is the one that keeps you on track to reach the vision you have for your business. That’s what we’re founded on. That’s why we do what we do. And that focus is how we make moving your business forward possible.
A young male professional sits in a modern office and converses with a coworker.
Our values. Our mission.
Our values are the cornerstone of our business and relationships. We put people first, every time. We have the courage to do what’s right. We build trust through transparency. We continually seek excellence through better problem solving.

Our mission is to facilitate and support the success and growth of financial professionals by providing essential, best-in-class services and solutions for holistic insurance and financial planning support,* all in a single destination.
Serving you is our priority.
We’ve brought together an RIA, broker-dealer, brokerage general agency, and protection-focused point-of-solution organization, all under one roof — opening the door to better client service, and more planning opportunities. You can trust that we’re committed to your success for the long term. To learn more about how we structure our services around your needs, check out our approach.
Two female professionals, one older and one younger, sit and chat in a modern office break room.
Structured around you.
Working with us means you get to select the services you need to move your business forward. It's just one more way we tailor our approach to meet your unique goals.
A dollar sign icon which represents the investment planning services offered by Con-course Financial Group.
Investment services
With expert insights and guidance, our team provides the tools and resources to help support your clients' investment strategies.
A money flower icon which represents the financial planning services offered by Con-course Financial Group.
Financial planning*
We offer dedicated support in foundational planning through a wide range of resources, including access to industry experts.
A shield icon which represents the insurance planning services offered by Concourse Financial Group.
Insurance support
Our insurance and risk management services can provide the level of support you need from product selection assistance to working with carriers on your behalf.
Fixed income
Our dedicated Fixed Income Solutions team goes beyond traditional wealth management support to help you customize plans for your clients.
A building with pillars icon which represents the practice management services offered by Concourse Financial Group.
Practice management
Your go-to resource for technology and compliance consulting, our practice management services help identify and implement business growth opportunities.
Outsourced insurance desk
Not insurance licensed? No problem. Our Outsourced Insurance Desk can empower you to round out your clients’ financial plans with objective insurance solutions.
It's your vision. We'll help make it happen.
Connect with our business development team to start the conversation.
Give us a call
Feel free to contact our business development team by phone at:
Send us an email
You can easily send any inquiries by emailing our business development team: