STEADTRUST
SEC RegisteredLive the Life You've Always Imagined.
About the firm
Concord Financial Group is a client-centric financial advisory firm founded by Ephie Coumanakos, whose mission is to counsel the person, not the portfolio. The firm partners with clients to develop personalized, goal-aligned financial plans spanning wealth management, investment management, and alternative solutions. It operates with a fiduciary commitment and integrates sustainability and values-based analysis into portfolio construction.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Planning (Retirement, Accumulation, Estate & Tax, Legacy & Philanthropic, Multi-Generational, Small Business); Investment Management (Goal-Based Strategy Design, Portfolio Construction, Risk Management, Tax Optimization, Asset Allocation, Performance Benchmarking); Sustainable Investing (Environmental, Social, Governance); Alternative Solutions (Private Equity/Pre-IPOs, Syndicate & Investment Banking Issuances, Institutional Real Estate); and remote service capabilities including secure video conferencing, screen sharing, client portal, file storage, and encrypted email.
Who they serve
Individuals planning for retirement or pre-retirement, those seeking wealth management and estate planning, small business owners, and investors interested in alternative assets and multi-generational planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 495 | $180M |
| High Net Worth Individuals | 156 | $418M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Portfolio Management - All Assets | 2.00% |
| Pension Consulting - All Assets | 1.50% |
Data as of March 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEADTRUST has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.