March 4, 2026 – BOCA RATON, FL – The Business Development Board of Palm Beach County (BDB) is pleased to announce that Concorde Investment Services, a Michigan-based independent broker-dealer and registered investment advisor serving financial advisors nationwide, is relocating its corporate headquarters to Boca Raton. The firm will occupy 9,000 square feet of office space at 301 Yamato Road and plans to create 30 new jobs with an average annual wage of $89,095.
About the Relocation:
- Relocation from Michigan
- New corporate headquarters located at 301 Yamato Road, Boca Raton, FL
- 9,000 square feet of office space
- 30 new jobs to be created
- Average annual wage of $89,095
- $90,000 incentive awarded by the City of Boca Raton
Concorde Investment Services serves as the headquarters for a national leading independent broker-dealer, registered investment advisor (RIA) and insurance firm. The firm’s parent company, Concorde Holdings, serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. The new Boca Raton headquarters will support the company’s continued national growth and expanded operations.
The Business Development Board worked closely with the City of Boca Raton to secure the $90,000 incentive in support of the company’s relocation and job creation. The BDB also assisted Concorde with key connections throughout the local business community.
“We are excited to establish our corporate headquarters in Boca Raton at a pivotal time in Concorde’s growth,” said Danielle Delongchamp, president and chief executive officer of Concorde. “As our business continues to expand, South Florida offers the connectivity, financial ecosystem and access to talent that will support our next chapter. We are grateful to the Business Development Board and the City of Boca Raton for their partnership and look forward to contributing to the region’s dynamic financial services community while creating meaningful career opportunities.”
“Boca Raton is excited to add yet another corporate headquarters and proud to welcome Concorde Investment Services as they expand their operations and success to our innovative business climate where they will enjoy our exceptional talent pool, low taxes, and unparalleled quality of life,” said Mayor Scott Singer, City of Boca Raton.
“Wall Street South has firmly established the Palm Beaches as a leading hub for financial services and corporate headquarters,” said Kelly Smallridge, President and CEO of the Business Development Board of Palm Beach County. “Firms are choosing this market because of our welcoming business climate, deep and expanding pool of skilled financial talent, and an unmatched quality of life that helps companies recruit and retain top professionals. We are pleased to welcome Concorde Investment Services to Boca Raton, where they will be in excellent company among more than 250 financial firms that have already made the move to Palm Beach County.”
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About Concorde
Concorde is a nationally recognized, full-service broker-dealer, SEC-registered investment advisor (RIA), and insurance firm committed to supporting financial professionals and their clients. Through a thoughtfully integrated ecosystem of investment, advisory and insurance solutions, the firm provides the tools and expertise needed to help reach financial goals and objectives.
Founded by entrepreneurs, the Concorde team is proud to serve a company made up of like-minded individuals driven by passion, purpose and a shared commitment to excellence. With a personalized approach, the firm offers a high-caliber experience tailored to each advisor’s and client’s unique goals. Concorde’s integrated broker-dealer and wealth management platforms are designed to maximize potential, providing customized support and forward-looking resources that allow financial professionals to unlock their full potential.
Concorde Holdings, Inc. is the parent company of Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency. The firm serves clients across all 50 states with a clear focus on long-term partnership and purposeful progress. To learn more, visit concordeis.com.
About the Business Development Board of Palm Beach County
The Business Development Board of Palm Beach County (BDB) serves as the county’s official public/private economic development organization. Established in 1982, the BDB is dedicated to attracting and retaining industries, fostering business investments, creating high-quality jobs, and supporting workforce development through corporate relocations, expansions, and international trade initiatives. Over the past five years, the BDB has supported more than 140 companies, contributing to the creation or retention of over 13,110 direct jobs with average salaries exceeding $80,000 per year. These efforts have driven more than $1.12 billion in capital investments into Palm Beach County.
