Contact Concord

Prospective Clients

For questions about Concord’s services please call Kristen Leonardo at 609-285-2038.

To submit an RFP electronically click here to email Kristen, or mail the RFP to:

Kristen Leonardo, Office Manager
The Concord Advisory Group, Ltd.
700 Alexander Park, Suite 203
Princeton, NJ 08540-6351

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Click here to receive our monthly mailing of Concord’s Market Commentary summary and/or topics that our consultants are discussing.

Investment Managers

If you would like to be considered for our Manager Database, please click here to complete our required initial questionnaire. A Concord associate will contact you after submission.